Saving documents

philaNew Member

Is there a way to save a merged document to each of a list of selected clients following a merge?

I build a 10 client list. I merge that list to a document (with different UDF's). I want to be able to save the resulting 10 unique documents, one to each of the matching clients. E.g., a contract to be sent to each of the ten clients containing different details.
If I do them one at a time I can save a copy of the complete contract document but if I do a merge I can only save a note line in each of their files.
Anyone know of a way?

2/27/038:22 PM

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