I currently use the document merge function in Trackvia Classic for exporting to MS Word templates and am looking for similar functionality in Express.
Anonymous shared this idea · Sep 1, 2014
Is there a similar feature in Trackvia Express as the document merge function in Trackvia Classic?
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1 comment
Hello,
Thank you for the suggestion! While there currently is no document merge ability in the new TrackVia platform, we think this is a great idea for the future. I would be happy to submit your enhancement request along to our product development team for future implementation.
In the meantime, we recommend using Zapier integration to connect your TrackVia account to a WebMerge account. You can find more information here: https://zapier.com/zapbook/webmerge/
Regards,
Alex
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