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The document to be merged is simply the letter or form to be included in Framework ECM. The Merge Test document is a document that contains all of the Framework ECM fields that can be included in a merge document.
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| Let's say your letter begins with Dear John Smith. Instead of creating multiple copies of the same document (for each client), you can use the Merge Test document to insert Framework ECM fields to replace certain text. In the example of Dear John Smith, the Merge Test document contains the field «sUserName» (sourced from Framework ECM). Instead of writing Dear John Smith, simply replace John Smith with the field «sUserName» and each time the document is created from within Framework ECM, Document merge will automatically merge the data field (in this case the client's name) into the exported document. |
The process for implementing a merge document into Framework ECM involves:
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