MCA Suite allows Workspace Administrators to upload templates with "tags" (merge fields) in Adobe PDF formats. The Adobe PDF templates are available as "documents" in the Deal (except for the Lead stage) where users can pre-fill the document with data entered into MCA Suite and create a new document which is downloaded to the desktop.
Before you upload the document templates, you will need to properly tag the templates using Adobe Acrobat's Form Field feature.
To uploaded your tagged document templates to MCA Suite, locate and click on the "Settings" icon on the left hand menu bar:
Clicking on the "Settings" icon will take you to the MCA Suite settings page. Locate and click on the "Document Merge" button.
Clicking on the "Document Merge" button will take you to the Document Template page where you can add or remove templates:
To upload a template, click on (1) the "Choose Field" button where you need to pick a file from your desktop. After selecting the file, (2) click on the "Upload" button to upload your template. Upon successfully uploading the template, it will appear on the list below.
To remove an existing template, click on (3) remove button.
If you wish to modify an existing template, simply click on the "Name" of the template to download it to your desktop. From your desktop, you can use Adobe Acrobat to modify the tags as needed and re-upload the revised template to MCA Suite.
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