Security for Adobe InDesign Merge Templates and Merged Documents
Certain Vision security settings must be applied to allow you to create, add, and update Adobe InDesign merge templates in Vision and generate merged documents with them.
Security to Create and Add an Adobe InDesign Merge Template in Vision Configuration
To create and add or update an InDesign merge template in Vision Configuration, you must have security access to . This access is set up for a security role on the General tab of the Security Roles form ().
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 (Vision Fields)
When you create or update an InDesign merge template in , you select Vision fields (merge codes) from the Field field in the Merge Code dialog box. The drop-down list in the Field field displays only the Vision fields for which you have at least "read only" record-level access rights. These rights are set up for your security role in .
Security to Generate Merged Documents in Info Centers and Custom Proposals
- The Info Center and Custom Proposals applications: Set up this access in .
- The individual merge template: Set up this access in 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 .