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Summary

The article explains how to update merge documents.

Category

Knowledge Base Article

Keywords

Merge Document

The article explains how to update merge documents.

Table of Contents

How to

A record in the Documents module, which we use for “merging“, that is - for picking up crew data - consists of the actual Word template and an SQL behind.

The SQL, together with the bookmarks, defines the database fields which various info is to be picked up from. So if you need to update what exactly needs to be displayed in the merge document, you might need to have SQL knowledge or might need to involve your IT or contact support@adonis.hr.com.

However, if
Table of Contents

How to

If it is just a Word template that needs to be updated a bit, it is quite easy and does not require any special skills.

  1. First of all, open Modules | Documents and locate the level where the required document record is seen.

Info

It should not be the upper level <All Documents>, as editing options are disabled on the upper level:

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2. Open the attached Word file, and make the necessary updates. We recommend enabling hidden characters and formatting symbols so that you do not jeopardize the bookmarks.

Note

It can be wise to save the file somewhere to your local before making the changes, in case if you want to revert it all back. Then you have a working valid merge file stored at your local.

3. Close the Word file and save. Ensure you click OK in the Document record to save the file.

Sometimes the OK button can be disabled due to a reason, so users just close the window, and as a result, the changes are not saved. Make dummy changes like adding a new space to the description and delete it, in this way you get the OK button enabled and you can be sure the changes you made will save.

A detailed article on Merge Documents can be found here.