Assign Merge Locations Tab

Make the following selections from the eSite menu to display this tab:

Setup—Letters—Assign Merge Locations

Use this tab to set up your system for client-side merge or server-side merge operations. The first time the application is installed, the system automatically reads your current system setup and assigns it as your default. If the application cannot detect a specific setup, it auto-sets the merge default to Server.  

NotePrerequisite

Before assigning merge locations, confirm that you have Microsoft Word 2000, 2003, 2007, or 2010 installed on the same system as this application.

ClosedFields

Letter Type

 A list of the letter types for which you want to assign merge locations.

Merge Location

A drop-down list that allows you to assign merge locations (Client or Server) to each letter type.

Set All

This toggle option allows you to set all letter types to one merge location (Client or Server).

See Also

To Assign Merge Locations

Letters Details

Data Templates

Effect of Browsers on Letters

Form Letters

Create Letter Functions

Letters Overview

Letters Setup Overview

Setup Questions for Create Letter Function Details

 

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