Document Upload Data

The Merge tab provides integrations and automations, allowing you to merge and test URLs seamlessly.

Written by Sallmin

Updated on September 14, 2024

This merge option allows you to upload data via CSV. An example CSV file, prepared to match your document fields, is provided and can be downloaded for your convenience:

After uploading the correct CSV, you can match the fields with your document fields. Recent uploads are stored and displayed in the table below for easy reference.

Tags: Documents, Existing Documents, Merge Tab, Templates

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Document Integrations
Document Test URL
Document Merge URL
Document Manual Data Entry
Document Integrate And Automate

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