On the Role: Template page, define the relevant fields.On the selected template page, click the Roles tab.How do I set access rights to a template based on roles? Users can also download the template file in the edit mode by clicking Download.If you did not define a mandatory field and clicked Save or an error was encountered while saving, the Template (MS Word) field will be automatically cleared and you must select the Word Merge template again.On Word Merge: Template page, modify the relevant fields.On the Word Merge template page, click to expand the related template group.Keep in mind: All fields with the “ !” icon are mandatory. Click Save to save the settings or Save + New to save the settings and create another template.On the Word Merge: Template - New page, define the relevant fields.
On the Word Merge template page, click Template: New.
#Box notes templates update
The information in this document is based on product update 250. For more details on roles, go to System à Security à Setup à Roles.For more details on function rights, go to System à Security à Function rights.Users with the Documents administrator role have these function rights. To view the overview of template groups and templates, function right 897 – Maintain Word Merge or 898 – Allow to create Word Merge templates is required. Upon creating templates, users can set access rights to limit who can use the templates based on roles and people.
For more information, see Overview of Word Merge template groups and templates. With this new application, a new template management system has been introduced for users to manage the templates in Exact Synergy Enterprise. The new Word Merge application offers a wide range of improvements over the current merge functionality. Creating and modifying Word Merge templatesĭocuments à Setup à Word Merge à Templates Introduction
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