This message appears in ClientPoint when you upload or edit documents in your system, particularly Advanced Merge Documents. It indicates that the system is customizing the document based on the merge data you provided. During this process, the platform:
- Processes New Data: Customizes the document with the specific information you entered in the merge form (e.g., client details, pricing, or calculated fields).
- Compiles the Final Document: Generates a ready-to-use version of the document that reflects all the changes or inputs you made.
- Adds the Document to Your TOC: Integrates the processed file into the Table of Contents (TOC) within the ClientPoint you are building.
Differentiating Between Static and Advanced Merge Documents
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Static Documents:
- Do not contain a merge form.
- Can be uploaded or edited via Local Edit.
- Remain unchanged unless manually edited.
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Advanced Merge Documents:
- Contain built-in merge forms that allow you to input or calculate data.
- Automatically process and customize content after submission.
- Enable dynamic updates, ensuring the document is tailored to the client's needs.
Once the document is customized and uploaded into your system it opens up as a merge form as shown below:
Once submitted, the file will process and compile all of the new data and customize to your clients needs:
The final document now shows in the TOC of the ClientPoint you are creating:
Why Processing Time Matters
The processing step ensures accuracy and customization, allowing you to deliver personalized proposals, contracts, or other materials efficiently. Once completed, the document is fully integrated into your ClientPoint, ready for review or sharing.
For further assistance, contact support@clientpoint.net.