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 schemas, users can set access rights to limit who can use the schemas based on roles and people.
To view, create, and modify schemas, 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: All fields with the “!” icon are mandatory.
Keep in mind:
Keep in mind: When modifying the WordMergeSchema.General.xml file, users have to ensure all tags are properly closed or removed to avoid encountering errors during creation of schemas. When removing a parent tag, all child tags will have to be removed as well.
Keep in mind: The New button will be disabled if the Inherit security from the group check box is selected. Clear the check box and save the settings. Access the schema again, and the New button will be enabled for the Roles tab.
Keep in mind: Users are only allowed to delete user-defined schemas.
Click this to save the schema settings.
Click this to save the schema settings and create another schema.
Note: This button is only displayed when creating a schema.
Click this to delete the schema.
Note: This button is only displayed in the edit-mode.
Click this to download the schema XML file.
Click this to exit.
Select a schema group for the schema. This is mandatory.
Type a name for the schema. This is mandatory.
Type a short description for the schema.
Select a schema XML file to be uploaded. This is mandatory.
Select this check box to allow the schema to inherit the same access rights based on roles and people from the schema group. By default, it is selected.
Users can set or view access rights to the selected schema based on roles and people here. The following tabs are only displayed in edit mode.
This tab displays roles linked to the schema. Click New to link a role to the schema.
This tab displays people linked to the schema. Click New to link a person to the schema.