How To Merge Templates In Word

How-to: Creating Word Merge templates from Word Merge schemas

Introduction

Exact Word Merge offers a wide range of improvements over the mail merge functionality. Information technology introduced the schema, which is used for creating Word Merge templates used in the merging process. This document will instruct the user on how to create a Word Merge template from a schema.

Description

This certificate is divided into the following sections:

Requirements and prerequisites
How do I create a Discussion Merge template?
1. Downloading a Word Merge schema
2. Calculation a schema to Microsoft Word
  - Adding a schema to Microsoft Word 2010
  - Calculation a schema to Microsoft Discussion 2013, 2016, or 365 Proplus
3. Creating a Word Merge template document
4. Adding pictures to a Word Merge template certificate
5. Uploading a Word Merge template document to Exact Synergy Enterprise

Return to superlative

Requirements and prerequisites

To create Word Merge templates, users must ensure they have the following:

Product update 249 or higher of Verbal Synergy Enterprise.
Microsoft Word 2010, 2013, 2016, or 365 Proplus (any version except Role Starter).
The XML Mapping job pane for Microsoft Word 2010, 2013, 2016, or 365 Proplus, and the Developer ribbon tab must be enabled. For more information, see How-to: Installing XML Mapping Task Pane for Microsoft Office.
Office correct 897 – Maintain Discussion Merge or 898 – Allow to create Discussion Merge templates.

Return to height

How practice I create a Word Merge template?

To create a Word Merge template, do the following:

a. Downloading a Word Merge schema

A Word Merge template consists of texts or sentences typed by a user and tags. Tags are parts which will be replaced by data from the database during the merging process. These tags must be inserted into a Give-and-take Merge template from a pre-defined Give-and-take Merge schema. This section will instruct the user on how to download a Word Merge schema.

In Exact Synergy Enterprise, get to Modules ? Documents ? Setup ? Discussion Merge ? Schemas.
On the Word Merge schema page, expand the Full general schema grouping.
Click the General schema.
On the Discussion merge: Schema – General page, click Download.
Salve the WordMergeSchema.Full general.xml file.

Render to peak

b. Adding a schema to Microsoft Word

This section will instruct the user on how to utilize the downloaded WordMergeSchema.General.xml file in Microsoft Word to create a Discussion Merge template document.

Adding a schema to Microsoft Give-and-take 2010

In Microsoft Word 2010, click the Developer ribbon.
Click XML Mapping. The XML Mapping job pane will be displayed, every bit shown in the post-obit:
Select the (Add together New Office…) option at the XML Role field. The Add New Part screen will be displayed, every bit shown in the following:
Select Copy the contents of an existing XML file to create the part.
Click Next and the following screen will be displayed:
Click Browse to locate the saved WordMergeSchema.General.xml file.
Click Stop.

The schema will exist selected and displayed in the XML Mapping job pane, every bit displayed in the post-obit:

Return to top

Adding a schema to Microsoft Discussion 2013, 2016, or 365 Proplus

In Microsoft Word 2013, 2016, or 365 Proplus, click the Developer ribbon.
Click XML Mapping. The XML Mapping task pane will be displayed, as shown in the following:
Select the (Add together New Part…) selection at the Custom XML Office field. The Open dialog box volition be displayed.
Locate the saved WordMergeSchema.General.xml file.
Click Open.
Select Verbal schema – principal at Custom XML Part.

The schema volition be selected and displayed in the XML Mapping task pane, as displayed in the following:

Return to top

c. Creating a Give-and-take Merge template certificate

After the schema has been successfully added to Microsoft Discussion, a Word Merge template certificate tin can now be created. The following procedures will be based on creating a Give-and-take Merge template document for the Account module.

Type some text on a Microsoft Word certificate, as displayed in the following example:
Expand the Account folder in the XML Mapping task pane, as displayed in the following:

Figure 1: The XML Mapping task pane in Microsoft Discussion 2010.

Figure 2: The XML Mapping task pane in Microsoft Word 2013, 2016, or 365 Proplus.
Elevate and drop the following tags to the related content under the Account Information section on the Microsoft Word document:
- AccountCode to Account Code.
- Name to Account Proper noun.
  The tags have at present been added to Account Data section on the Microsoft Word certificate.
From the MainContactPerson binder in the XML Mapping task pane, drag and drop the post-obit tags to the related content under the Contact person section on the Microsoft Word document:
- Fullname to Full Name.
- EmailAddress to Email.
- MobileNumber to Telephone.
  The outcome should be as displayed in the post-obit example:
Salvage the Microsoft Word certificate with a Word Merge template name, for instance, "MyAccountTemplate.docx".

Note:
In Microsoft Discussion 2013, 2016, or 365 Proplus, the drag-and-drib functionality is not bachelor. Y'all can right-click the tag you want to insert, select Insert Content Control, and then Plainly Text, as shown in the following:

Render to pinnacle

d. Adding pictures to a Give-and-take Merge template document

In a new Microsoft Word document, click the position where you want to insert the prototype.
In the XML Mapping task pane, expand the selected folder and right click the Picture tag.
Select Moving-picture show from the Insert content control carte du jour.
An epitome frame is inserted into the document. Adjust the frame size according to your preferences.
Save the Microsoft Discussion certificate with a Give-and-take Merge template name, for example, "MyAccountTemplate.docx".

Effigy 3: The above shows how pictures can be added to a Word Merge template certificate in Microsoft Word 2010.

Figure iv: The higher up shows how pictures tin be added to a Word Merge template certificate in Microsoft Word 2013, 2016, or 365 Proplus.

Notation:

You may as well add pictures to existing Word Merge template documents. Open the existing Word Merge template certificate in Microsoft Word. Follow steps 2 to 3, and so click Salvage.

Return to top

e. Uploading a Word Merge template certificate to Verbal Synergy Enterprise

The created Word Merge template document must be uploaded to Exact Synergy Enterprise to create a Word Merge template. This section will instruct the user on how to do this. For more information, see Creating and modifying Word Merge templates.

In Verbal Synergy Enterprise, go to Modules ? Documents ? Setup ? Word Merge ? Templates.
On the Word Merge template folio, click Template: New.
Define the relevant fields. For more information, see Creating and modifying Word Merge templates.
At the Template (MS Word) field, click Browse.
Locate and select the Word Merge template certificate which has been created earlier.
Click Save.

Note:

All fields marked with the "!" icon are mandatory.

Ensure the relevant template grouping is selected at the Group field. For case, if the Give-and-take Merge template document is for the Account module, select the Account template group. For more information, see Creating and modifying Word Merge template groups.

Return to height