After a Word Merge Document template has been created in Word and added to Moveware via the steps outlined in Create a Word Merge Document, the next step is running the document from within Moveware.
How to Run a Word Merge Document
Navigate to the module where you set up your report to be viewed from (in Report Configuration, the “Show In” section on the bottom left, put a “Y” in any module you want it to be available in) and select your new report from the dropdown menu in that module.
Click on the Word [
] icon. Click the button labelled Word to open the document in Word.
Word will open, and the Merge fields will populate the document from the file where you’ve opened it. Make any changes and Save. The document will save in the location of the file (the Job, Rate Request, etc. in question).