Update an Adobe InDesign Merge Template in Ajera CRM

Use the Update process in Merge Templates Configuration to modify the contents of Adobe InDesign merge templates that have been previously added to Ajera CRM.

To update an existing InDesign merge template, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Merge Templates.
2. On the Merge Templates form, select the Info Center in the Info Center Area field for the template that you want to update.
3. In the merge templates grid, select the InDesign merge template to update.
4. On the grid toolbar, click Update.

   The Ajera CRM Merge Code dialog box and the InDesign active text frame open. They may be minimized on your Windows taskbar.

5. Use the Merge Code dialog box and the InDesign active text frame to make edits to the merge template.
6. When you finish making changes, click Save and Close on the Merge Code dialog box.

   The InDesign .indt file is saved in Ajera CRM, and you are returned to the Merge Templates form.

   Warning: If you save the .indt file using File > Save or File > Save As in the InDesign active text frame, the .indt file is not saved to Ajera CRM. It is saved to a location on your workstation or a network drive.