Merge Documents

In addition to its own array of unique features and functions, Migration Manager is tightly integrated with the Microsoft Office suite of products. Migration Manager makes it easy to set up templates in Word, which can then be merged to client detail at the click of a button. With its easy-to-use interface, users can select any number of these standard documents, and merge them to the selected client in one hit. Merging standard letters with client information takes just seconds.

Users simply select each standard document as required then click to merge. The system then merges the selected client’s information from the database into each selected document and saves the merged document automatically into the relevant client folder. When saved, the filename of the newly created documents are automatically appended with the date and time to assist the user in managing draft/final versions.

Migration Manager comes with its own set of standard letters, which although usable are intended to be more of an example than authoritative letters. Migration Manager makes it easy to create and amend standard letters. So, rather than re-invent the wheel with each client’s application, allow Migration Manager to grow into your very own bank of standard documents.