Accelerator‘s Mail Merge feature allows users to edit documents on the fly – without having to download and then re-upload the edited document.
This works for Word and PDF documents. Also, when saving your document you can:
- Re-label the document type
- Re-label the document name
- Define the communication Action type (ie letter out or otherwise)
- Add a description to the document and communication record being created
- Attach the modified document to an outbound email
Additional information related to Accelerator is found on this page of the My CRM Manager website.
