Documents à Setup à Word Merge à Schemas
The new Word Merge application offers a wide range of improvements over the current merge functionality. With this new application, users require a Word Merge file, which contains XML definitions of available fields in Exact Synergy Enterprise known as a schema. Word Merge allows users to create schema groups and schemas based on built-in schemas in Exact Synergy Enterprise and save them in the system.
Upon creating schema groups or schemas, users can set access rights to limit who can use the schemas or schema groups based on roles and people. For more information, see Creating and modifying Word Merge schema groups and Creating and modifying Word Merge schemas.
To view, create, or modify schema groups and schemas, function right 897 – Maintain Word Merge or 898 – Allow to create Word Merge templates is required. Users with the Documents administrator role have these function rights.
The information in this document is based on product update 249.
Keep in mind:
Click this to save the settings.
Click this to save the settings and add another role.
Note: This button is only displayed when adding a role to schema group or schema.
Click this to delete the role.
Note: This button is only displayed in edit mode.
Click this to exit.
This field displays the name of the schema group or schema. This field cannot be edited.
Select a role to be linked to the schema group or schema. This will define who can view and access the schema group or schema by role. For more information, see Overview of roles.
Select a level to link the schema group or schema to the role at the selected level.