Update Notepad

 

This checkbox is not available if you select Print Preview.  This checkbox should be used only with the Document Type of STANDARD Doc.

 

The Update Notepad checkbox currently only applies if you use the Merge button on the Merge Document window to generate the letters. It does not work when letters are generated via the gift windows.

The Update Notepad process inserts in the Items table a row for each ID Number who is to receive the document. Information stored in the row includes the ID Number, action code (MERGED), item description (Document Merged: <MergeLetter.doc>), name of letter, letter code, completion code, and item date and time. The process is dependent upon radio buttons/check boxes selected.

 

You must include the ID_NUM column in the query for the merge document. If the ID_NUM is not included and the Update Notepad checkbox is checked, when you click the Merge button on the Merge Document window, you will be prompted with a warning that the ID_NUM field is missing and the actions will not be added.

·       The Update Notepad process will run when you click the Merge button:

o     If the Update Notepad checkbox is selected and the All Data radio button is selected.

·       The Update Notepad process will not run when you click the Merge button:

o     If the Update Notepad checkbox is selected and the Preview radio button is selected.

o     If the Update Notepad checkbox is not selected.