Word Integration – Preview, Print, and Save Merged Documents (Cloud & On-Premise)

Merge a Word document with Maximizer data to preview it, print it, or save it to entries. Linked merge fields are replaced with values from the current Maximizer user, Address Book entry, Opportunity, or Customer Service case.

Preview a merged document

1. From Maximizer, open the document in Word.

   

2. In Maximizer, click an entry to make it the current entry.

3. On the Maximizer tab in Word, select Preview. Merge fields show values from the current entry.

   

4. Select Preview again to return to the merge field view.

Print a merged document

Documents print to the default printer currently set up in Word.

1. Open the document in Word.

2. In Maximizer, choose the entries to work with:

   • One entry: click the entry to make it the current entry.
   • Multiple entries: select the checkbox to the left of each entry.

   

3. Optional: to also save a copy to each entry, select Save Merged Document(s) on the Maximizer tab.

   

4. On the Maximizer tab, print:

   • Current entry: select Send to Printer.

     

   • Selected entries: click the bottom of Send to Printer and select Print Selected Entries.

     

5. Click Yes to confirm.

Save a merged document to Maximizer entries

You can save documents to Address Book entries, Opportunities, and Customer Service cases. The document appears on the entry's Documents tab.

1. Open the document in Word.

2. In Maximizer, choose the entries to work with:

   • One entry: click the entry to make it the current entry.
   • Multiple entries: select the checkbox to the left of each entry.

   

3. On the Maximizer tab, select Save to Maximizer > Save to Maximizer Entry.

   

4. Under Save document to, choose Current entry or Selected entries.

   

5. Enter the Name, Full access, Read access, Category, and Description, then click OK.

Related articles

• Word Integration – Overview (Cloud & On-Premise)
• Word Integration – Install and Connect (Cloud & On-Premise)
• Word Integration – Insert and Format Merge Fields (Cloud & On-Premise)
• Word Integration – Create, Open, and Update Document Templates (Cloud & On-Premise)
• Word Integration – Create Envelopes and Mailing Labels (Cloud & On-Premise)
• Word Integration – Troubleshooting (Cloud & On-Premise)

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