After you have customised the format of your document and added your tags, the next thing to do is set-up your Data Merge Settings. This is where you can edit how the Data Merge will run and filter the source data used to make the documents. This section of the Add-on varies depending on the source you have selected, so we have provided links to more detailed articles at the bottom of this page.
In this article you’ll learn how to:
The Data Merge settings are located under the Data Source table. The main settings are shown on the front of this card and the advanced settings are in a menu accessible via a button in the top right hand corner. We have put together a more detailed article for each source type below:
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Blake and James
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