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, users can set access rights to limit who can use the schema under the related schema group based on roles and people.
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.
The information in this document is based on product update 250.
Keep in mind: All fields with the “!” icon are mandatory.
Keep in mind:
Click this to save the schema group settings.
Click this to save the schemae group settings and create another schema group.
Note: This button is only displayed when creating a schema group.
Click this to delete the schema group.
Note: This button is only displayed for user-defined schema groups. Users cannot delete system-defined schema groups.
Click this to exit.
Type a name for the schema group. This is mandatory.
Type a short description for the schema group.
Users can set or view access rights to the selected schema group based on roles and people here. The following tabs are displayed in the edit mode only.
This tab displays roles linked to the schema group. Click New to link a role to the schema group.
This tab displays people linked to the schema group. Click New to link a person to the schema group.