Compare, Combine, Version History, and Mail Merge

The Compare, Combine, Version History, and Mail Merge tools help users review document revisions, merge changes from multiple sources, track versions, and generate personalized documents using external data.

• Compare Documents
• Comparison Settings
• Combine Documents
• Version History
• Mail Merge

Compare Documents

The Compare feature compares the current document with another document and highlights the differences between them.

Compare a Document

1. Open the document to be reviewed.
2. Click the Collaboration tab.
3. Select Compare.
4. Choose one of the following options:
   • Document from File
   • Document from URL
5. Select the document to compare.
6. Review the detected differences.
7. The identified changes are displayed within the document.

Comparison Settings

The Comparison Settings option controls how differences are identified during document comparison.

Configure Comparison Settings

1. Click Collaboration → Compare → Comparison Settings.
2. Select the desired comparison level.
3. Click OK.

Combine Documents

The Combine feature merges tracked revisions from another document into the current document.

Combine Documents:

1. Open the primary document.
2. Click the Collaboration tab.
3. Select Combine.
4. Choose one of the following options:
   • Document from File
   • Document from URL
5. Select the document containing revisions.
6. Review the combined changes.

7. The revisions are merged into the current document as tracked changes.

   ℹ️ Notes

   The same comparison settings used for document comparison can also be applied when combining documents.

Version History

The Version History feature allows users to review previous versions of a document and track historical changes.

Users can:

• View previous document versions.
• Review document modification history.
• Restore earlier document versions, depending on the connected storage provider.

Access Version History

1. Click the Collaboration tab.
2. Select Version History.

3. The available document versions are displayed.

   ℹ️ Notes

   Version History availability depends on the document storage provider and version control configuration.

Mail Merge

The Mail Merge feature creates personalized documents by combining a document template with data from an external data source.

Users can import data from:

• File
• URL

Start a Mail Merge

1. Open the document template.
2. Click the Collaboration tab.
3. Select Mail Merge.
4. Choose one of the following options:
   • From File
   • From URL
5. Select the data source.
6. Continue configuring the mail merge fields and output options.

7. The mail merge process begins using the selected data source.

   ℹ️ Notes

   Mail Merge requires a document template and a compatible data source containing recipient information.

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