Office merge from empty document
When you select Starting from a new empty document, a document that contains all the fields present in the query is opened.
You can then create your template by adding text and moving or removing fields. Click Insert Merge Field on the Mailings ribbon to insert fields.
Insert fields containing QR codes.
When you have finished selecting fields, save the file as a template by clicking Publish as in the Sage X3 toolbar in Word:
In the combo box that opens, select Publish as mailmerge template, then enter the different parameters associated with the template in the following page:
The information found here is dispatched on several blocks:
DESCRIPTION
Code
Enter the code of the template. Required field.
Description
Enter a description of the template. Required field.
Owner
The user who created the template. This field cannot be modified here.
Read only
If selected, only the owner can modify the template.
RELATED TO
Purpose
Enter any additional information that can be used to categorize the template. A dedicated entity, called template purposes allows you to manage the different possible uses for this information.
Company
Additional parameter used for filtering templates by company. Optional field.
Legislation
Additional parameter used for filtering templates by legislation. Optional field.
Activity code
The template is usable only if the activity code is set to Active.
Template type
Read only. Defaults to Mail merge.
Template class
Read only. Displays the template class description of the original file from which the mail merge link was selected.
Locale code
Read only. The locale code of the user who created the template.
TAGS AND TEAMS
Define a list of tags associated with the document and teams that can have access to the template.
You can select single or multiple tags and teams.
OK button
Click OK to save the template in the document referential (cancel will abort the operation). The template is now available to create Microsoft Word documents from a merging operation.