Document merge form not working when accessing it via "Document Templates"

[techedge]

Hi Thomas,

When accessing "Document Templates" through the "Document Templates" button shown below, the merge is not working.




However, accessing it through directly via the form "Templates" form it works.



You don't need to look into this now but I just want to post it so you can look into it when you start troubleshooting issues again.

Thanks
Mohammed

 

[TigerSoftware]

Strange, it's working on my end. Maybe I fixed something that I don't remember.

The Document Templates should pop up a window that allows the user to select a template for that form. If no templates are showing, then check to see if a template was created for that specific form. I was able to select a merge template and it showed the values from the record in my merged document.


Thanks!


Thomas

 

[techedge]

Can somebody else test the Merge functionality? It looks like it is working for Thomas so it probably just my application causing this error. I just want to see if it is working for others as well.

Thanks,