Exact Word Merge offers a wide range of improvements over the mail merge functionality. It introduced the schema, which is used for creating Word Merge templates used in the merging process. This document will instruct the user on how to create a Word Merge template from a schema.
This document is divided into the following sections:
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To create Word Merge templates, users must ensure they have the following:
To create a Word Merge template, do the following:
A Word Merge template consists of texts or sentences typed by a user and tags. Tags are parts which will be replaced by data from the database during the merging process. These tags must be inserted into a Word Merge template from a pre-defined Word Merge schema. This section will instruct the user on how to download a Word Merge schema.
This section will instruct the user on how to use the downloaded WordMergeSchema.General.xml file in Microsoft Word to create a Word Merge template document.
The schema will be selected and displayed in the XML Mapping task pane, as displayed in the following:
After the schema has been successfully added to Microsoft Word, a Word Merge template document can now be created. The following procedures will be based on creating a Word Merge template document for the Account module.
In Microsoft Word 2013, 2016, or 365 Proplus, the drag-and-drop functionality is not available. You can right-click the tag you want to insert, select Insert Content Control, and then Plain Text, as shown in the following:
Figure 3: The above shows how pictures can be added to a Word Merge template document in Microsoft Word 2010.
Figure 4: The above shows how pictures can be added to a Word Merge template document in Microsoft Word 2013, 2016, or 365 Proplus.
You may also add pictures to existing Word Merge template documents. Open the existing Word Merge template document in Microsoft Word. Follow steps 2 to 3, and then click Save.
The created Word Merge template document must be uploaded to Exact Synergy Enterprise to create a Word Merge template. This section will instruct the user on how to do this. For more information, see Creating and modifying Word Merge templates.
All fields marked with the “!” icon are mandatory.
Ensure the relevant template group is selected at the Group field. For example, if the Word Merge template document is for the Account module, select the Account template group. For more information, see Creating and modifying Word Merge template groups.