Uploading the merge template

Now you are ready to upload the merge template and then test it.

To upload the merge template:

Go to System Admin > Outputs > Merges.
The Merge Admin dashboard opens, showing a list of your existing merges.

Name	Type a descriptive name for this merge record, such as DocuSign Client Service Agreement.
Template File	This is where you upload the template file. Click (Upload File). The Upload File dialog box opens. Click Choose File. Locate the file on your computer and click Open. The file name displays next to Choose File. For Description, type a description of the uploaded file. Optional. For Category, select an entry from the list. Optional. Click Save.
Description	Type a descriptive title of the merge record.
Type	Select the file type of the file you just uploaded: Word, Excel, PDF.
Password	Optional. Type a password to secure the administration of the merge record.
Procedure	Select a stored procedure from the list. The procedure you select is determined by the data you need to merge into the document. For standard CSA documents, select a procedure with CSA in the name. For Word output, you could select peo_merge_word_companydata. For PDF output, you could select peo_merge_csa_pdf.
Output Type	This field is visible when Type is Word. For Type Word, you can generate a Word doc or a PDF.