This documentation was authored by AI tools. Please review this content carefully before integrating it with other processes.
The Merge Documents feature in Q360 allows you to append additional files to your SSRS report output when printing. Word (.docx) files can now be merged with report output in addition to PDF files.
Before you begin
Word merge is available on any screen where the report type (REPTYPE) has a Document Link Type configured. Common examples include Quotes, Orders, Invoices, and Service Calls. Word format requires the Destination to be set to Download.
How to merge a Word document with an SSRS report
- Open a record that supports SSRS printing (for example, a quote, order, invoice, or service call).
- Click the Print button to open the Print modal.
- In the Print modal, locate the Merge Documents section.
- From the Format list, select Word.
- Select one or more .docx files from the document list to merge.
- Set Destination to Download.
- Click Download to generate the output. The Word documents are appended after the SSRS report output.
Notes
- Word format is only available when Destination is set to Download. Other destinations do not support Word merge.
- Changing the selected format clears the current document selection. Re-select your documents after switching formats.
- Only .docx files are supported. Legacy .doc (Word 97–2003) format is not compatible.