30.2. Merge Form Integration

 

Note:   You must enable Worldox Trumpet as the document imaging software in Junxure in order for the merge form feature to work properly.  If you haven't already done so, here are instructions for Enabling Worldox as your Document Imaging Software.  In addition, you must also have Virtuoso installed on the workstation.  Here are instructions for installing Virtuoso:  Install Virtuoso

 

If you use Junxure's mail merge templates, you may want to save the merged template to Worldox and link that merge form to a next action in Junxure.

• To do this, open a Junxure Action, and navigate to the Documents Tab:

• Select the type of document you wish to create (Word, Excel or Powerpoint).

• The "Create Document" window in Junxure will open:

• Select your template from the list, then select "Create Document"

• The Worldox Profile Card will open for the document:

• Complete the Profile Card as appropriate and select OK

• The document will open providing you any opportunities to edit the document.

• If you make changes to the document, simply click the "Save" button to save your changes.

• The document will appear in the Documents List in Junxure.

•  For Troubleshooting tips regarding the integration see:  Troubleshooting Junxure Integration with Worldox