Cheryl Morrell (Customer) asked a question.
I have a word document within a matter that needs to be merged with an excel spreadsheet also within that same matter. I cannot find the excel spreadsheet to add it as the data source for merging.
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Hi Cheryl!
LEAP saves the documents to a server. The documents are not saved locally to your computer. If you want a local copy of the document, we would recommend right clicking the documents and exporting them to the desktop.
It would be great if this worked like DropBox and OneDrive so we could access the documents without saving them in several places.
Agreed. LEAP's response was very unhelpful. I know the documents are on a server (DUH); I asked WHERE could I find it on the server. As is typical with LEAP, I had to figure out a way to do the mail merge myself. Unfortunately, I don't remember how I did it, so I'll be starting again from square one the next I need to do a mail merger. IMO, documents should be accessible on the OneDrive.
Were you ever able to figure out how to use Mail Merge, or save the master list to their server? Thx