In product update 250, Exact Synergy Enterprise introduced the Reference number field in Word Merge. The reference number is one of the information available in Exact Synergy Enterprise which you can make use of to create your templates. You can do this by extending your merge schemas with the Reference number field. This document describes on how to customize the Reference number field and enable it for the use of your templates.
This document describes the following topics:
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To view, create, and modify the Word Merge template groups and templates, function rights 897 – Maintain Word Merge and 898 – Allow to create Word Merge templates are required. Users with the Documents administrator role have these function rights.
You can set a running number to track e-mails and letters using the Word Merge Reference number feature.
The Reference number field can be used as a tag in the Word Merge schema. The reference number tag will be displayed in the Word Merge templates when used.
Now, the Reference number field is ready to be used as a tag in the Word Merge schema to create your templates. For more information, see Extending Word Merge schemas, Creating and modifying Word Merge schemas, and Creating Word Merge templates from Word Merge schemas.
When users select a template which supports reference numbers, the reference number indication (ref: xxxx) will be displayed next the Subject field on the Create letter page and Send email page. After the merging process has successfully completed, you can use the reference number generated to search for the document.