Import an Adobe InDesign Merge Template into Ajera CRM

You can import an existing Adobe InDesign merge template into Ajera CRM in Merge Templates Configuration.

For example, you can import a sample InDesign merge template that you downloaded from the Deltek Customer Care Connect site (Knowledge Base article # 73879).

To import an existing InDesign merge template into Ajera CRM, 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 for the merge template in the drop-down list in the Info Center Area field.
3. On the merge templates grid toolbar, click Add, and then from the drop-down list, select Import Adobe InDesign Template.
4. On the Add Merge Template dialog box, enter a description for the merge template in the Description field.
5. Click the Browse button beside the Merge Template field, and on the Please Select an InDesign File dialog box, navigate to and select the .indt merge template file to import into Ajera CRM. You can also select an InDesign .indd file. When it is imported into Ajera CRM, it is saved as an .indt file within Ajera CRM.
6. Click OK to return to the Merge Templates form. The contents of the InDesign .indt file are copied and saved in Ajera CRM. The name of the .indt file in Ajera CRM is based on the description that you entered in the Description field on the Add Merge Template dialog box.

   The imported merge template displays in the merge templates grid. The Description and Template File Name columns are prefilled with the entries that you made on the Add Merge Template dialog box when you imported.