Add a Merge Button Within a Mambo Merge Instance

Ready to begin mapping templates within your Mambo Merge instances, well let’s do it.

Video Link to showcase steps below - Click Here

Start by going to the Org homepage and click into the Files object page.

Locate the Template file and click on the drop down arrow to the right. Select View File Details from the drop down list.

On top you will find the page URL the ID is embedded within the URL.

Right after ContentDocument/ you will find 15-18 alphanumeric characters. Go ahead and copy this at it will be the Template ID used to identify the template document.

Next, go to the Org and select the object page that has a Mambo Merge instance to insert the merge button.

Note: For this example we will be using the Opportunities object page.

Click into one of the record pages with Mambo Merge installed.

From here, click on the setup gear and select Edit Page from the drop down.

Locate the Mambo Merge instance and click on it once to bring up its page settings.

Within the Template ID field, paste the ID copied from previous step.

Note: Mambo Merge instance changes will apply dynamically and you should be able to see a button labeled Merge.

Click the “Save” button on the top-right corner.

Now click the left arrow back button on the top-left corner.

Mambo Merge instance will now have a “Merge” button to automatically click on to generate in the template forma`t mapped for that instance.

You are ready to generate documents at the push of a button.