Apsona Buttons

You may find yourself wanting to add a nifty little button for on-offs on letters or acknowledgments or some other type of merged/mailing. Apsona supports this with a button but I found the documentation a little lacking. Here’s how we did it:

Step 1 : Set Up A New Document for Mail Merge

(Documents, All Documents)

Step 2 : Create a Merge Action

(Settings, Merge Actions,, Create Botton)

Step 3: Edit Page (on opp detail), selecting Apsona Doc Gen v2 (or similar).

Paste the code you got in Step 2.

Add any qualifying details to the visibility of the button.

Here are a few settings shots:

Settings in Apsona (Merge/Mail Actions)
Page Display Settings