A record in Documents module, which we use for “merging“, that is - for picking up crew data - consists of the actual Word template and an sql behind.
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The article explains how to update merge documents.
Introduction
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However, 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.
How to
To update the Word template:
Open the Modules → Documents and locate the level where the required document record is seen.
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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
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Word file, save it locally, and make the necessary updates.
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We recommend enabling hidden characters and formatting symbols |
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so that you do not jeopardize the bookmarks. |
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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. Then re-upload it to the system. Ensure you click OK in the Document record to save the file.
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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.
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Try editing Description, as an example, even if you just add a space and then delete it, in this way you get the OK button enabled and you can be sure the changes you made will save.