Security for Microsoft Word Merge Templates and Merged Documents

Certain Vision security settings must be applied to allow you to add Microsoft Word merge templates to Vision and generate merged documents with them.

Security to Add a Word Merge Template in Vision Merge Templates Configuration

To add or update a Word merge template in Vision Configuration, you must have security access to Configuration > General > Merge Templates. This access is set up for a security role in Configuration > Security > Roles > General tab.

Security to Access Specific Merge Templates

A system administrator can assign specific merge templates to each security role, so users have access to only the templates that they need to use.

All users have access to 254/255 merge templates, regardless of their security roles.

For instructions, see the "Assign Templates to a Security Role" topic.

Security to Generate Merged Documents in Info Centers and Custom Proposals

To generate merged documents using Word merge templates in Info Centers and Proposals, your role security must give you access to the following:

• The Info Center and Custom Proposals applications — This access is set up in Configuration > Security > Roles > General tab.
• The individual merge template —This access is set up in Configuration > Security > Roles > Access Rights tab for the Merge Templates functional area.

When you generate a merged document and you do not have at least read only record-level access rights to a Vision field that is included in a merge template, you will see the merge code (Vision field name) displayed in the merged document instead of the actual Vision data. Record-level access rights are set up for a role in Configuration > Security > Roles > Record Access tab.