Use this window to specify detailed information necessary for the system to process a merge document.
A merge document is created on the Merge Documents window, but it must be defined here on the Merge Document Definition window.
Use the Customize, Create Doc, and Merge buttons to assist in setting up and testing the merge document definition as well as for doing standalone ad hoc mail merges (STANDARD DOCs).
Columns marked with an asterisk (*) are required. Columns marked with a dagger (†) default from the values on the Merge Documents window.
Merge Document |
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Options |
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Default Merge Method* |
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Update |
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Update
Notepad checkbox |
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Save Copy of the Datafile |
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Save Copy To |
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Merge Folder |
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Merge
To* |
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Email Options |
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Attach
a Merge Document to an Action?
Communication Management Overview