Documents à Setup à Word Merge à Templates
The new Word Merge application offers a wide range of improvements over the current merge functionality. With this new application, a new template management system has been introduced for users to manage the templates in Exact Synergy Enterprise. For more information, see Overview of Word Merge template groups and templates.Upon creating template groups and templates, users can set access rights to limit who can use the templates or template groups based on roles and people. For more information, see Creating and modifying Word Merge template groups and Creating and modifying Word Merge templates.
To view, create, or modify template groups and templates, 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 250.
Keep in mind: For the Role: Template page, the New button for the Role tab will be disabled if the Inherit security from the group check box is selected. Clear the check box and save the settings. Access the template again, and the New button will be enabled for the Roles tab.
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 template group or template.
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 template group or template. This field cannot be edited.
Select a role to be linked to the template group or template. This will define who can view and access the template group or template by role. For more information, see Overview of roles.
Select a level to link the template group or template to the role at the selected level.