Testing the merge document

The next step is to run a test with the merge document to review your tags. Most likely, you will need to add a link to the Client Master or the targeted dataform to run the merge document.

Configure the Reports link

Let's add a link for testing the merge document. It displays in the Action Center > Reports pane.

To configure the link:

  1. Go to System Admin > Advanced > Custom Links.
    The Configure Links dashboard opens.
  2. Click Add.
    The Configure Links Detail form opens.
  3. Complete the form.

Location

Select Client Master.

Display Value

Enter your link name. This is how the link will display in the Action Center > Reports pane. For example, our CSA document has DocuSign tags that we want to review. We added a link named CSA.

Group

Select Report. This denotes the type of link you are creating and drives the other fields on the form.

Display Action

Select Run Report.

Report/Merge

Select CSA.
  1. Click Save.

Test the merge

Now let's test the merge document.

  1. Go to the Client Master for your targeted client.
  2. In the Action Center toolbar, click (Reload).
  3. In Action Center > Reports, click CSA.
    The merge process executes, and when done, the file is downloaded.
  4. Open the file and review the tags.
  5. After you confirm the tags are correct, in your merge template (a Word doc in our example), change the font color to white. This prevents the tags (D1, S1, T1, for example) from showing on the signed document. DocuSign can still read the tags.
  6. If you changed the merge document (font color or any other changes), you must upload the merge template file to the Merge Admin again.
  7. To test the merge document again, go to a Workspace and run the Reports link to view the outputted merge file. We covered that process in an earlier step: Uploading the merge template.