Tag Archives: Insert dynamically generated data into MS Word files

The Karis group implemented SalesForce document management with mail merge and print features using APIs

About The Karis group

The Karis group provides patient advocacy services to individuals who have exhausted their medical benefits and are now receiving care on a self-pay basis. Our team mediates directly between patients and providers, allowing patients to focus on their health while we focus on solutions for their bills.

Our negotiations generate large numbers of documents and to streamline our processes, we built a custom SalesForce.com solution that generates custom merge templates from our data and sends those … Continue Reading

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