System Administration Merge Administration. Session Agenda Introduction To Merges 3 Steps To Configure Merges Maintaining Merges Question.

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Presentation transcript:

System Administration Merge Administration

Session Agenda Introduction To Merges 3 Steps To Configure Merges Maintaining Merges Question

Merge Microsoft Word Microsoft Excel Form Fillable PDF

What Are Merges? Merges provide for endless options to export data from ClientSpace and present in an highly organized fashion; while allowing the ClientSpace Administrator to maintain most all control without redundant custom development.

Common Uses For Merges Marketing Tools/Brochures Beautiful Proposals Sophisticated Personalized Letters Detailed Forms Barcode Labels/Mailing Labels Data Analysis & Metrics

Why Use Merges? Scalable/Flexible Easy To Configure By Global Administrators Familiar Microsoft & PDF Technology Cost Efficient Quick To Build & Maintain Easily Assessable To Run

Three Steps To Configure Merges 1.Create A Merge Admin Record Tells ClientSpace what Stored Procedure to use to gather data and what file template to use for merging. 2.Configure Methods To Run The Merge 3.Create A Merge Template File & Upload The file that holds the merge fields and instructions on how to present the data that is retrieved via the Stored Procedure.

1. Create A Merge Admin Record Merge Name Description Run From Merge Type Stored Procedure Get Field Info Link (PDF Merge Type Only)

2. Configure Methods To Run Merge From A Workspace Merge List (Project Component) Custom Report Link Conditionally Display

3. Create A Merge Template File And Upload Microsoft Word Microsoft Excel Form Fillable PDF

3. Create A Merge Template File & Upload Microsoft Word Mergefields > Get Data Button (From A Workspace) Switches { MERGEFIELD InvoiceDate "dddd, MMMM d, yyyy" } displays “Monday, June 10, 2013.“ Use Tables To Control Layout Upload To ClientSpace

3. Create A Merge Template File & Upload Microsoft Excel “CSExport” Tab Naming Cells Merging Non-Repeating Data Merging Repeating Data Begins with “Row_” Excel Name Manager Upload To ClientSpace

3. Create A Merge Template File & Upload Form Fillable PDF Create/Edit Forms In A PDF Writer Add Text Fields, Checkbox, and etc. Name Each Field Match The Field Names To An Existing Stored Procedure or Create A New Stored Procedure To Match The Field Names Upload To ClientSpace

Maintaining Merge Templates From The Merge Admin Screen 1.Download the Merge Template File 2.Save A Backup 3.Modify Merge Template File 4.Re-upload Merge Template File 5.Test

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