Creating, Generating & Editing

Summary Templates can be imported into Merlin as .docx files (Documents created through Microsoft Word). Once imported, these documents can then be used as a system template. Documents can be imported by any of the Document Template screen...

Summary Templates are generated through various areas of the Merlin This page documents how documents can be generated using the Consent screen as an example. Details Generate a Document The following types of documents can be generated in Me...

Summary Previously generated documents can be viewed throughout various areas of the system. This page documents how to view and edit documents, using the Consent screen as an example. Details The following types of documents can be viewed and m...