Jumping in here again. Debbie had sent an e-mail to me asking to further clarify my earlier post...first, I am notoriously bad at checking my personal e-mail (sorry) second, this could be a question others have, so I will answer in the thread.
I stated that the information being merged (customer info) could probably be considered a record and not need "document" control, but to be controlled as a record. i.e. we have a customer database. It is a record, which is a specialized type of document. Control is done through the computer system (changes id'd by time, person, unique record number, and backed up per our procedure) We routinely merge the information into things like invoices, shipping notices, mass mailings of upcoming price changes etc. All of those documents are/can be records by themselves. We do not have/keep the same type of revision history on computer records that we keep for, say, a work instruction. We have an actual revision history with a paragraph stating what revisions are made in a written document, but the computer program logs the (rev) information by time stamp and person making the change. Plus we have backups.
I hope this helps.