Security for Adobe InDesign Merge Templates and Merged Documents
Certain Ajera CRM security settings must be applied to allow you to create, add, and update Adobe InDesign merge templates in Ajera CRM and generate merged documents with them.
Security to Create and Add an Adobe InDesign Merge Template in Ajera CRM Configuration
To create and add or update an InDesign merge template in Ajera CRM Configuration, you must have security access to
. This access is set up for a security role on the General tab of the Security Roles form ( ).Security to Access Specific Merge Templates
A system administrator can assign specific merge templates to each security role, so that users have access to only the templates that they need to use.
All users have access to 254/255 merge templates, regardless of their security roles.
For instructions, see the "Assign Templates to a Security Role" topic.
Security to Access to Merge Codes (Ajera CRM Fields)
When you create or update an InDesign merge template in Field field in the Merge Code dialog box. The drop-down list in the Field field displays only the Ajera CRM fields for which you have at least "read only" record-level access rights. These rights are set up for your security role in .
, you select Ajera CRM fields (merge codes) from theSecurity to Generate Merged Documents in Info Centers and Custom Proposals
- The Info Center and Custom Proposals applications — This access is set up in .
- The individual merge template —This access is set up in for the Merge Templates functional area.
When you generate a merged document and you do not have at least "read only" record-level access rights to a Ajera CRM field that is included in a merge template, you will see the merge code (Ajera CRM field name) displayed in the merged document instead of the actual Ajera CRM data. Record-level access rights are set up for a role in
.