Security for Microsoft Word Merge Templates and Merged Documents
Certain Ajera CRM security settings must be applied to allow you to add Microsoft Word merge templates to Ajera CRM and generate merged documents with them.
Security to Add a Word Merge Template in Ajera CRM Merge Templates Configuration
To add or update a Word merge template in Ajera CRM Configuration, you must have security access to
. This access is set up for a security role in .Security to Access Specific Merge Templates
A system administrator can assign specific merge templates to each security role, so 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 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
.