Create your first Document

To create an IdealDoc document merge Data and a word template is needed. The IdealDoc Query record defines the set of queries to get the merge data while the IdealDoc Template record defines the template meta data and contains the actual docs Word template as File attachment.

Create the IdealDoc Query

Navigate to the IdealDoc Query tab to create a new IdealDoc Query record:

...

Parent Query:

Parent Key:

Child Key:

Create the IdealDoc Template

Create an Action Button