Exact Synergy Enterprise

Creating and modifying Word Merge template groups

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, users can set access rights to limit who can use the templates under the related template group based on roles and people.

Roles and rights

To view the overview of template groups and templates, function rights 897 – Maintain Word Merge and 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 249.

How do I create a template group?

1. On the Word Merge template page, click Template group: New.
2. On the Word Merge: Template group - New page, define the relevant fields.
3. Click Save to save the settings or Save + New to save the settings and create another template group.

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

How do I modify a template group?

1. On the Word Merge template page, click the relevant template group.
2. On the selected template group page, modify the relevant fields.
3. Click Save to save the settings.

How do I set access rights to a template group based on roles?

1. On the Word Merge template page, click the relevant template group.
2. On the selected template group page, click the Roles tab.
3. Click New.
4. On the Role: Template group page, define the relevant fields.
5. Click Save to save the settings or click Save + New to save the settings and add another role. For more information, see Setting and modifying access rights for Word Merge template groups and templates - Roles.

How do I set access rights to a template group based on people?

1. On the Word Merge template page, click the relevant template group.
2. On the selected template group page, click the People tab.
3. Click New.
4. On the Person: Template group page, define the relevant fields.
5. Click Save to save the settings or click Save + New to save the settings and add another person. For more information, see Setting and modifying access rights for Word Merge template groups and templates - People.

How do I delete a template group?

1. On the Word Merge template page, click the relevant template group.
2. On the selected template group page, click Delete.
3. A confirmation message, "Are you sure that you want to delete this record?" will be displayed. Click OK.

Keep in mind:

• The Delete button will only be displayed for user-defined template groups.
• Deleting a template group will also delete all templates under the template group.

Related documents

• Activating New Word Merge setting
• Creating and modifying Word Merge templates
• Exact video library
• How-to: Creating Word Merge templates from Word Merge schemas
• Overview of Word Merge schema groups and schemas
• Overview of Word Merge templates groups and templates
• Setting and modifying access rights for Word Merge template groups and templates - People
• Setting and modifying access rights for Word Merge template groups and templates - Roles