Setup and configuration

This section covers all configuration options available in Ventoo Document Merger. Use these pages to set up the app according to your business requirements.

In this section

Page

Description

General setup

Enable document types, configure auto-rebuild, and set email options.

Global rules

Define default merge rules for each document type.

Partner rules

Override global rules for specific customers or vendors.

Report references

Configure linked report templates for cross-document merging.

Static documents

Upload and manage pre-defined documents with date-based validity.