Background:
ClientPoint gives you an opportunity to have editable Advanced Merge Documents & Tools inside your customized system. This in turn, helps you access your system from anywhere in the world on your PC, Mobile or iPad to make, send, track and close a deal!
How do I differentiate between Static documents & Advanced merge documents?
A static document does not have a merge form built-in. It only allows you to either add it in the ClientPoint as it is or edit it via Local edit. However, an advanced merge document when added in your ClientPoint first opens up as a merge form letting you edit, upload or calculate before it moves to the unique ClientPoint.
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: