Stash

Have you been looking for an easy way to save all of your WebMerge documents (after they are merged) into a single secure cloud storage solution that all your team members can access?  Great news!  WebMerge has built a file storage solution called Stash.

With Stash, you can easily save all of your business files in one easy location that can be accessed from anywhere by any team member.  Keep all your quotes, contracts, reports, and more in one spot and organized with ease.  You’ll never lose a file again!

To integrate Stash with WebMerge to instantly save all of your merged documents, you’ll simply setup Stash as a delivery option in WebMerge.  For this example, we’re going to setup a simple quote document that we’ll save in Stash under a folder for our specific customer.

To get started, we’re going to setup our template in WebMerge.  We’re going to use a Word document as our template for the Quote.  Inside Word, we’re going to add our logo, contact information, and other service details.  Then for the spots that we want to insert our customized quote data, we’re going to use merge fields that look like {$Name}, {$Description}, {$Amount}, etc.

When we merge this template, those merge fields will be replaced with the data specific to our customer and the quote.

Here’s what our template looks like:
 


Once we have our template finished, we’re going to upload it to WebMerge.  From the New Documents page in WebMerge, click the New Document button and enter a name.  On the next step, choose Office Document as the document type then choose the file from your computer.
 


Next, we’re going to choose Stash as our default delivery so that the file is automatically saved in Stash every time it is merged.
 


Once you have uploaded your document, you’ll be taken to the Settings page where you can customize various options like the type of file that is generated and the name of the file.  For this example, we’re going to produce a PDF document and include the title of the quote in our file name.
 


Next, we’re going to update our Stash delivery so that the files are automatically saved in a folder that’s specific to our customer (based on their name).  On the Deliver page, click the Edit button next to your Stash delivery. 

Under More Options, we’re going to check the box for Use Merge field(s) as a subfolder name.  Then we’re going to choose the merge field for the customer’s name.

We are also going to add a few tags so we know this is a quote and the type of quote that it is.  We can use these tags for easy searching inside of Stash.
 


Once you have saved your Stash delivery we are done with the setup of our document and we’re ready to run a test and see the quote saved into Stash.

To run a test, we’re going to go to the Merge page for our document and click the Manual Data Entry button.  For this test, we’re just going to fill out the form, but you can integrate this document with any online form like Formstack or through a CRM like Salesforce.

Once we will out the form and click submit, our Quote template is going to be populated with the data we provided and the merged copy is going to be saved directly into Stash.  Here’s what the file looked like waiting for us in Stash:
 


Congrats, you can now save all of your merged documents into Stash.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?
 

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2 Comments

  • Avatar
    Darius Grimes

    Jeremy,

    Need to add the ability to select multiple files or all files for drop down file functions. In my test Ive accumulated about 100 files, I have to click each one to delete then click each one again to permanently delete it. That's a lot of clicks. Also need a drop down at the top for bulk moving deleting copying files etc.

    Also would be nice to have a file preview feature so you can look at the file before you download it.

    Edited by Darius Grimes
  • Avatar
    Jeremy Clarke

    Hi Darius,

    Thanks for the feedback! We're actually going to be launching the file preview next week! We'll also work on the bulk file options as well :)

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