Merge Document Definition Window

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 and Buttons

Columns marked with an asterisk (*) are required. Columns marked with a dagger (†) default from the values on the Merge Documents window.

Merge Document

Options

Description†*

Module/Access†*

All Data

Document Type†*

Preview

Query*
(includes PBL Name and Datawindow Name fields)

Customize button

Merge Document

Create Doc button

Default Merge Method*

Update

Update Notepad checkbox
(inactive for certain document types)

Save Copy of the Datafile

Save Copy To

Merge Folder

Merge To*
(required only when the Merge To File radio button is selected)

Email Options

How To

1. Open the Merge Documents window.

2. Right-click on a row, and select Edit Document Definition (or double-click on the row).
The Merge Document Definition window opens.

3. Decide which document type to use for your letter or email. Then click the corresponding link below for instructions to finish defining the document:

o NOTEPAD

o EMAIL

o DE THANKS

o STANDARD DOC

o INFOMAKER RPT

1. Open the Merge Documents window.

2. Click on the appropriate document row, right-click, and choose Edit Document Definition (or double-click the row).
The Merge Document Definition window opens.

3. Select the appropriate Default Merge Method.

	For test runs, select View Letters if you want to see the results interactively at the end of the merge process.
	Select the Update Notepad checkbox if you want a record for each ID Number receiving the document to be added to the Items table.

4. Click the Merge button.

THE EMAIL, NOTEPAD, and INFOMAKER RPT document types will prompt you for an ID Number to use as a test. Be sure to enter an ID Number that will be returned by the query associated with the merge document.