Synergy has had a Word Merge functionality for many years.  When automatically saving a document that was merged, the only option was that the document would be saved as a Microsoft Word format.

This tool “Word Merge” extends the functionality to include the resource that is creating the word merge to make a decision.  The three options include:

  • Stored as a Microsoft Word document
  • Stored as a PDF
  • Stored with both the Word document and PDF

Having the document stored as a PDF means that  changes with the document would be very difficult to modify, satisfying many auditors for ISO or other governmental agencies interested in seeing exactly what was sent to an account.