Exact Synergy Enterprise

Overview of Word Merge schema groups and schemas

Menu path

Documents à Setup à Word Merge à Schemas

Introduction

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.

Roles and rights

To view the overview of schema groups and 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.

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 schema groups and schemas?

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

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

How do I create a schema group?

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

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

How do I create a schema?

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

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

Related documents

• Activating New Word Merge setting
• Creating and modifying Word Merge schemas
• Creating and modifying Word Merge schema groups
• Extending Word Merge schemas
• Creating e-mails 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 template groups and templates
• Results visibility in template browser based on Word Merge template management setup
• Setting up documents