Adding Mail Merge Templates

To use the Mail Merge Template functionality for exporting a record, create a Microsoft Word document that serves as the export template. The export template defines which fields are merged and the order in which the fields appear in the exported file. Acceptable file types for the template are DOC, DOCX, and PDF.

Important: You must format the Mail Merge template with proper formatting syntax. For more information, see Mail Merge Syntax.

Note: When you set a font in a Mail Merge template, you cannot override the Archer fonts. If you set font properties for an element in Archer, the Mail Merge template does not override the element font.

Add a new Mail Merge template

1. From the menu, click > Management Reporting > Mail Merge Templates.
2. Click .
3. Complete the General Information section.
4. In the Report Template section, do the following:
   1. Click .
   2. Attach the file.

   Note: Maximum file size is 10 MB.

   3. Click Upload.
5. In the Access section, do 1 of the following:
   • To enable any user to have access to the template, select Public.
   • To restrict access to only designated users and groups, do the following:
     1. Select Private.
     2. In the Available section, select the users and groups that you want to have access to the template.

6. Click Save or Save and Close.

   • To apply the changes and continue working, click Save.
   • To save and exit, click Save and Close.

Create a new Mail Merge template from an existing template

1. From the menu, click > Management Reporting > Mail Merge Templates.
2. In the Actions column of the Mail Merge template to copy, click .
3. Review each section, and make changes if necessary.

4. Click Save or Save and Close.

   • To apply the changes and continue working, click Save.
   • To save and exit, click Save and Close.