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How does the Word Merge template management setup affect results visibility in the template browser?


The template management setup allows users to limit user accessibility. The results displayed in a template browser, for example, on the Word Merge: Create letter page, will be based on the following fields and tabs defined by the user on the Word Merge: Template and Word Merge: Template group pages:

  • Merge method
  • Security level
  • Roles and People (if the Inherit from the group check box is selected, the template browser will be filtered based on the roles and people from the selected group).

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