Reports listed in the category are those used to merge client information into specially formatted reports or with the user-defined Merge templates.
Pro User Notes:
- Most merge reports are created using the Form Designer tool rather than the column designer tool.
- It is suggested that only users familiar with HTML and stylesheets copy and modify merge report formats.
Embed Codes:
- Note that Embed Codes are not supported using InSight merge reports.
Client Envelope
Prints the Client Profile mailing address fields formatted for a standard #10 business envelope in landscape mode.
- The user may have to set printer options for proper alignment.
- There is also a second version without a return address.
Client Merge Form
Displays Client and Course Section data merged with a user-defined template into a form format suitable for agreements, contracts, and informational documents.
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The Merge Template fields display in the following order:
- Header as document title
- Body 1
- Course Section and related content
- Body 2
- Closing
Client Merge Letter
Client Merge Letter Assignments
Client Merge Letter Balance Due
One embeds Client Assignment content automatically between Body1 and Body2, the other does not. Both merge with a user-defined template into a form format suitable for letters.
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The Merge Template fields display in the following order:
- Branch name and address as a return address
- Text date
- Client name and address
- Salutation
- Body 1
- Related content (if using the content embedded report version Assignments or Balance Due)
- Body 2
- Closing
- Branch name and address as a return address
Client Merge Letter Envelope
Prints the Client Profile mailing address fields formatted for a standard #10 business envelope in landscape mode.
- The user may have to set printer options for proper alignment.
- There is also a second version without a return address.
Client Merge Letter Workshops
This version is formatted the same as the Merge Letter Assignments above except that the content embedded content pulls from the assigned Client Workshops.