When you merge, InDesign creates a new document or PDF based on the target document, and replaces the fields in the target document with the appropriate information from the data source file. You can merge the records to another InDesign document or directly to PDF. After you format the target document and insert fields from the data source file, you’re ready to officially merge the information from the data source with the target document. If you try to save the document in preview mode, you will receive a message prompting you to turn off preview mode before saving your document. Also, if the Preview Record option is selected, the data will not reflect the updated placement settings until you deselect and select the option again.
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