Default SmartMerge Options

Default SmartMerge Options

To configure your SmartMerge settings:

1. Click Tools, Configure Settings, click Forms, scroll to the Default SmartMerge Options section.

2. To change what part of the report is merged, mark Entire Report or Selected forms in report.

3. To set whether forms and data are merged, mark Forms AND data, Forms only, or Overwrite all target fields.

4. Check which options to include from source report:

   • Field formatting

   • Text formatting

   • Worksheet

   • Map images

   • Property sketch

   • Property photos

5. Click Apply or Save & Close to save your changes.