Append Rtf to Document

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Appends RTF content to the end of the document.

Click the Click for Options link to bring up the Options dialog.

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Document – the DocumentItem being used.
Value – the RTF content that will be appended.

Set Document Html

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Sets the document content using HTML.

Click the Click for Options link to bring up the Options dialog.

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Document – the DocumentItem being used.
Value – the HTML that will be used to set the document content.

Get Document Html

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Returns the document content in HTML format.

Click the Click for Options link to bring up the Options dialog.

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Document – the DocumentItem being used.

Result – returns the content in HTML format.

Set Document Rtf

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Sets the document content using RTF.

Click the Click for Options link to bring up the Options dialog.

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Document – the DocumentItem being used.
Value – the RTF used to set the Document content.

Get Document Rtf

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Returns the document content in RTF format.

Click the Click for Options link to bring up the Options dialog.

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Document – the DocumentItem being used.

Result – returns the RTF of the document.

Print Document

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Sends the existing DocumentItem to the default printer.

Click the Click for Options link to bring up the Options dialog.

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Document – the DocumentItem being used.

Document Mail Merge Record

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Performs a mail merge with a single record.

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Select the Object type that will be used in the mail merge.

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Document – the DocumentItem that will be used in the mail merge.

Record – the record that will be used as a data source.

Result – returns a fully mail merged DocumentItem.

Document Mail Merge

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Will take a mail merge data with a template.

Click the Click for Options link to bring up the Options dialog.

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Document – the DocumentItem being used.
Data – list of data that will be used in the mail merge.

Result – returns a new DocumentItem with the final mail merge.

Save Pdf File

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Saves DocumentItem to pdf file.

Click the Click for Options link to bring up the Options dialog.

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Document – the DocumentItem being used.
File – file path to the pdf file that will be created.

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To select a File path, click the New button on the left.

File path can also be set using a Variable.

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Save Document Record

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Saves the contents of the document to the database.

Note: this action only work in conjunction of Find Document Action.

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Document – the DocumentItem that will be saved to the database.