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Overview of Mail Merge Layouts

Overview of Mail Merge Layouts

Introduction

This page summarizes mail merge layouts in three views:

  • Categories view - This is a summary of the number of mail merge layouts saved in each document category.
  • Subcategories view - This is a summary of the number of mail merge layouts saved in each document subcategory.
  • Layouts view - This is a list of mail merge layouts saved in the document subcategory.

In each view, you can create mail merge layouts. To modify a mail merge layout, you need to be in the layouts view. The initial view is the categories view.

Menu path

Documents/Setup/Layouts/Mail merge

Roles & rights

All users can view this page and create new mail merge layouts. However, you can only modify a mail merge layout you created or where you have ownership.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Show

Click this to display the mail merge layout summary according to the defined criteria.

Refresh

Click this to refresh the mail merge layout summary according to the defined criteria.

New

Click this to create a new mail merge layout.

Note: Based on the current view, the Category field of the mail merge layout is predefined. However, you can change this field.

  • Categories view - The Category field is predefined with the last document subcategory used in the document editor.
  • Subcategories view - The Category field is predefined with the first subcategory of the current category being summarized where this button is clicked.
  • Layouts view - The Category field is predefined with the current subcategory being summarized where this button is clicked.

Close

Click this to exit.

Description

Criteria section

Division

Type or select a division to show only mail merge layouts linked to this division.

Language

Type or select a language to show only mail merge layouts linked to this language.

Creator

Type or select a person to show only mail merge layouts created by this person.

Results section

While in the categories view, click each category to display more details:

  • If there are several mail merge layouts in the category, the subcategories view is displayed. Click each subcategory to display the layouts view.
  • If there is only one mail merge layout, the layouts view is displayed.

You can modify existing mail merge layouts by clicking the ID number in the Layout column while in the layouts view.

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.471.579
 Assortment:  Date: 21-09-2010
 Release:  Attachment:
 Disclaimer