Uploading the merge file

On our Collateral dataform, the Email Template is configured to take the merge file from the CSA field. So, the next step is to upload the merge file to the CSA field. In our example, the merge file is named Client Service Agreement.pdf.

To upload the file:

1. From the open Client Master, jump to the Workspace. In the Action Center, in the toolbar, click (Go to Workspace).
2. In the Action Center, in Links, click Collateral.
   The Collateral form opens.
3. In CSA, click (upload).
   The Upload File dialog box opens.
4. Click Choose File.
5. Locate your merge file and click Open.
   You are returned to the Upload File dialog box.
6. Click Save.
   The merge file name displays in the CSA field.