Security for Adobe InDesign Merge Templates and Merged Documents

Certain GovWin Capture Management security settings must be applied to allow you to create, add, and update Adobe InDesign merge templates in GovWin Capture Management and generate merged documents with them.

Security to Create and Add an Adobe InDesign Merge Template in GovWin Capture Management Configuration

To create and add or update an InDesign merge template in GovWin Capture Management Configuration, you must have security access to Configuration > General > Merge Templates. This access is set up for a security role on the General tab of the Security Roles form (Configuration > Security > Roles).

Security to Access Specific Merge Templates

A system administrator can assign specific merge templates to each security role, so that 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 Access to Merge Codes (GovWin Capture Management Fields)

When you create or update an InDesign merge template in Configuration > General > Merge Templates, you select GovWin Capture Management fields (merge codes) from the Field field in the Merge Code dialog box. The drop-down list in the Field field displays only the GovWin Capture Management fields for which you have at least "read only" record-level access rights. These rights are set up for your security role in Configuration > Security > Roles > Record Access tab.

Security to Generate Merged Documents in Info Centers and Custom Proposals

To generate merged documents using InDesign 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 GovWin Capture Management field that is included in a merge template, you will see the merge code (GovWin Capture Management field name) displayed in the merged document instead of the actual GovWin Capture Management data. Record-level access rights are set up for a role in Configuration > Security > Roles > Record Access tab.