Which button on the record can you use to invoke a Mail Merge Template?

The Mail Merge functionality in Archer allows administrators to take record data and push it into a pre-formatted Word or PDF template. This is a common requirement for generating formal "Exception Letters" or "Audit Reports."

As taught in the Archer Administration II curriculum, when a user is viewing a record and wishes to generate one of these documents, they must click the Export button. Upon clicking Export, the user is presented with several options: standard exports (like CSV or Rich Text) and any Mail Merge Templates that have been associated with that specific application and made available to the user's role. Option B (Email) is used for sending on-demand notifications, not for generating formatted document templates based on Word/PDF layouts.