1. Open Work - in this example  {Taxes} > {Works} and search and select the account and open.

2. Click [Actions] > {Create New}
3. Click on {Document} to open the Create a Document window.

4. Select from the list the template to be used to created the new merged document.  Use the search field if required.
5. Click [Next].

6. Review the document and once satisfied the merged document is correct for both content and format, click [Next].

In the properties tab there are a number of fields related to the new document that can be completed. Complete as many as necessary to identify and assist with searching and managing the document. The information, metadata, is stored within the DMS and visible in the Properties panel.  Refer to Managing your documents - document properties

7. Overwrite the generic document name with a name that meets your business needs.
8. If necessary update the document version number. As a newly created merged document default will be version 0.0
9. Add a description for the document.
10. Add a keyword to assist with searching for the document within the DMS.
11. Select Tag. For details on the use of Tags and why its a good idea refer to Using Tags

There are two options at this point [Save] and [Save and [Send]

12. Click [Save and Send] to directly open a New Contact Log Window. See Save and Send a merged document directly from the DMS
13. Click [Save] to save to the DMS for later processing.