Exact Synergy Enterprise

Setting and modifying access rights for Word Merge template groups and templates - People

Menu path

Documents à Setup à Word Merge à Templates

Introduction

The new Word Merge application offers a wide range of improvements over the current merge functionality. With this new application, a new template management system has been introduced for users to manage the templates in Exact Synergy Enterprise. For more information, see Overview of Word Merge template groups and templates.

Upon creating template groups and templates, users can set access rights to limit who can use the templates or template groups based on roles and people. For more information, see Creating and modifying Word Merge template groups and Creating and modifying Word Merge templates.

Roles and rights

To view, create, or modify template groups and templates, 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 set access rights to a template group or template based on people?

1. On the Word Merge template page, click on the relevant template group or template.
2. On the selected template group or template page, click the People tab.
3. Click New.
4. On the Person: Template group or Person: Template page, define the relevant fields.
5. Click Save to save the settings or Save + New to save the settings and add another role.  

Keep in mind: All fields with the "!" are mandatory.

How do I modify a person linked to a template group or template?

1. On the Word Merge template page, click the relevant template group or template.
2. On the selected template group or template page, click the People tab.
3. Click the code of the required person under the ID column.
4. On the Person: Template group or Person: Template page, modify the relevant fields. 
5. Click Save to save the settings.

How do I delete a person linked to template group or template?

1. On the Word Merge template page, click the relevant template group or template.
2. On the selected template group or template page, click the People tab.
3. Click the code of the required person under the ID column.
4. On the Person: Template group or Person: Template page, click Delete.
5. A confirmation message, "Are you sure that you want to delete this record?" will be displayed. Click OK.

Keep in mind: To view the person card, click the person's name.

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• How-to: Installing Exact Word Merge Integrator
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• Setting and modifying access rights for Word Merge template groups and templates - Roles