Name: Using View XML to Access Mail Merge Data in Sales Invoices
Uploaded: 2026-01-07
Duration: 163 s
Channel: Komododecks

Question 1

Key Takeaway 1

Accepted Answer

Navigate to the sales invoice and select 'view XML' under more actions to access sample data.

Question 2

Key Takeaway 2

Accepted Answer

Use the XML view to find specific fields needed for printed document templates.

Question 3

Key Takeaway 3

Accepted Answer

Utilize the identified field names in Microsoft Mail Merge tags for document generation.