2 questions regardling when you click "Mial Merge" and select a document...
1. Is there any way to see a "preview" of the filled document by default rather than the mess of code that will pull data from the CRM?
2. Is there any way to condense/hide things on the sidebar (see img) to simply/clean up the look?
(There are some "old guys" using this and despite the ease, it's a lot and has caused confusion. After a few hundred documents, having to scroll a tad to click "Run Merge" every time does get annoying too.)
...just being a perfectionist and trying to please some other perfectionists using it.