Navigate to the Merge Documents screen using the Configuration Search feature. Merge Documents can be configured at the System or Company levels. Click on the
to add a new record. To edit an existing record, click on the pencil icon.
Use the Merge Document Screen to provide details of how the merge document will display when selected for use in other parts of the Equus Platform and how it be generated after merging takes place as well as uploading the document for data to be merged into.
On the Merge Document Screen populate the following fields:
Merge Document Name: This identifies the merge document when using this in other areas of the Equus Platform such as Email Templates or Production Reports.
Type: The type of merge document determines what data and where the document can be used.The possible values are:
<Communication Merge Document> - select this for merge documents that are not related to the Billing Module or to be sent for electronic signature
<Billing Invoice> - select for merge documents related to the Billing Module
<E-Signature Merge Document> - select for merge documents that will be sent for electronic signature
Next click on the
icon to upload a new document. When the Upload Document pop-up window appears populate the mandatory fields: Type and Name. To upload the document, press the
button to browse for the document to be uploaded. Press
to return to the Merge Documents Screen and the name of the uploaded document appears beside the Document icon.
Create Document Type: This identifies the type of document the Merge Document will create. The type determines the security of the document after it has been created. These can be configured in the Document Types screen.
Output Document Name (no extension): Enter the name of the Merge Document to display when it is generated or attached to an email. Do not include the file extension in the name.
Output Format: Choose which file format the Merge Document will create after the data is merged. Not all types of Merge Document can generated every file format as an output. Below is list of the file types that can be uploaded into the system and the output types that they can be merged into.
| Output Formats | Output Formats | Output Formats |
Inputs | MS Word | MS Excel | |
.RTF | X | X |
|
.DOC or .DOCX | X | X |
|
.XLS or .XLXS |
| X | X |
| X |
|
Protection Type: Specify if the entire document should be protected, or if recipients should be able to enter content in certain fields if output of the Merge Document is set to one of the following:
Protected MS Word Document
Password Encrypted MS Excel Merge Document (.xls)
Password Encrypted MS Excel Merge Document (.xslx)
Password Encrypted PDF Document
Note, if the Merge Document Password Source System Preferences is enabled, depending on its configuration, the output document will be password protected. Click here for more information.
Finally using the radio buttons specify the source that will back the Merge Document. Select either: Data Source or User Report.
When Data Source is selected, select a System Standard Data Source/Stored Procedure value from the drop down list. The list can be configured in the Communications Merge Data Sources screen. Click here for details on the fields covered by each Data Source. Note: Uploaded Word Documents must be in .DOC format if using a Data Source for the merge to be successful.
When User Report is selected, click on the User Report type ahead drop down list to specify a user report.
After selecting a user report, an icon will appear beside the report name. Click on the icon link to view the details of the selected User Report in a new tab.
If an Excel format document is uploaded as a merge document, when a user report is selected, a User Report section appears allowing multiple user reports to back an Excel merge document. The Alias For Merge field must be specified for each user report in the section.
