Exact Synergy Enterprise

Creating and modifying Word Merge schema groups

Menu path

Documents à Setup à Word Merge à Schemas

Introduction

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, users can set access rights to limit who can use the schema under the related schema group based on roles and people.

Roles and rights

To view the overview of schema groups and schemas, function rights 897 – Maintain Word Merge and 898 – Allow to create Word Merge templates is required. Users with the Documents administrator role have these function rights.

Notes:

• For more details on function rights, go to System à Security à Function rights.
• For more details on roles, go to System à Security à Setup à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I create a schema group?

1. On the Word Merge schema page, click Schema group: New.
2. On the Word Merge: Schema group - New page, define the relevant fields.
3. Click Save to save the settings or Save + New to save the settings and create another schema group.

Keep in mind: All fields with the “!” icon are mandatory.

How do I modify a schema group?

1. On the Word Merge schema page, click the relevant schema group.
2. On the selected schema group page, modify the relevant fields.
3. Click Save to save the settings.

How do I set access rights to a schema group based on roles?

1. On the Word Merge schema page, click the relevant schema group.
2. On the selected schema group page, click the Roles tab.
3. Click New.
4. On the Role: Schema group page, define the relevant fields.
5. Click Save to save the settings or click Save + New to save the settings and add another role. For more information, see Setting and modifying access rights for Word Merge schema groups and schemas - Roles.

How do I set access rights to a schema group based on people?

1. On the Word Merge schema page, click the relevant schema group.
2. On the selected schema group page, click the People tab.
3. Click New.
4. On the Person: Schema group page, define the relevant fields.
5. Click Save to save the settings or click Save + New to save the settings and add another person. For more information, see Setting and modifying access rights for Word Merge schema groups and schemas - People.

How do I delete a schema group?

1. On the Word Merge schema page, click the relevant schema group.
2. On the selected schema group page, click Delete.
3. A confirmation message, "Are you sure that you want to delete this record?" will be displayed. Click OK.

Keep in mind:

• The Delete button will only be displayed for user-defined schema groups.
• Deleting a schema group will also delete all templates under the schema group.

Related documents

• Activating New Word Merge setting
• Creating and modifying Word Merge schemas
• Extending the Word Merge schema
• Creating emails with Word Merge on single processes
• Creating letters with Word Merge on single porcesses
• Exact video library
• How-to: Creating Word Merge templates from Word Merge schemas
• How-to: Installing Exact Word Merge Integrator
• How-to: Installing XML Mapping Task Pane for Microsoft Word 2007 or 2010
• Overview of Word Merge schema groups and schemas
• Setting and modifying access rights for Word Merge schema groups and schemas - People
• Setting and modifying access rights for Word Merge schema groups and schemas - Roles