Exact Synergy Enterprise

Overview of Word Merge template groups and templates

Menu path

Documents à Setup à Word Merge à Templates

Introduction

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. On this page, users will be able to view and create template groups and templates.

Roles and rights

To view the overview of 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.

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 view template groups and templates?

1. Go to the Word merge template page. The list of available template groups will be displayed in a tree structure format.
2. To view templates, click the  icon next to the respective template groups to expand the template group.

Keep in mind: The  icon will not be displayed if there are no available templates under the template group.

How do I create a template group?

1. On the Word Merge template page, click Template group: New.
2. On the Word Merge: Template group - New page, define the relevant fields.
3. Click Save to save the settings or Save + New to save the settings and create another template group. For more information, see Creating and modifying Word Merge template groups.

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

How do I create a template?

1. On the Word Merge template page, click Template: New.
2. On the Word Merge: Template - New page, define the relevant fields.
3. Click Save to save the settings or Save + New to save the settings and create another template. For more information, see Creating and modifying Word Merge templates.

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

Related documents

• Activating New Word Merge setting
• Creating and modifying Word Merge templates
• Creating and modifying Word Merge template groups
• Creating emails with Word Merge on single processes
• Creating letters with Word Merge on single processes
• 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
• Results visibility in template browser based on Word Merge template management setup
• Setting up documents