System AdministrationMerge Administration

Session AgendaIntroduction To Merges

3 Steps To Configure Merges

Maintaining Merges

Question

Merge

Microsoft Word

Microsoft Excel

Form Fillable PDF

What Are Merges?

Merges provide for endless options to export data from ClientSpace and present in an highly organized fashion; while allowing the ClientSpace Administrator to maintain most all control without redundant custom development.

Common Uses For Merges

• Marketing Tools/Brochures• Beautiful Proposals• Sophisticated Personalized Letters• Detailed Forms• Barcode Labels/Mailing Labels• Data Analysis & Metrics

Why Use Merges?

• Scalable/Flexible• Easy To Configure By Global Administrators• Familiar Microsoft & PDF Technology• Cost Efficient• Quick To Build & Maintain• Easily Assessable To Run

Three Steps To Configure Merges

1. Create A Merge Admin Record• Tells ClientSpace what Stored Procedure to use to gather

data and what file template to use for merging.

2. Configure Methods To Run The Merge3. Create A Merge Template File & Upload• The file that holds the merge fields and instructions on

how to present the data that is retrieved via the Stored Procedure.

1. Create A Merge Admin Record

• Merge Name• Description• Run From• Merge Type• Stored Procedure• Get Field Info Link (PDF Merge Type Only)

2. Configure Methods To Run Merge• From A Workspace• Merge List (Project Component)• Custom Report Link

• Conditionally Display

3. Create A Merge Template FileAnd Upload

Microsoft Word

Microsoft Excel

Form Fillable PDF

3. Create A Merge Template File & Upload• Microsoft Word• Mergefields

• << InvoiceDate >>• Get Data Button (From A Workspace)

• Switches• { MERGEFIELD InvoiceDate \@ "dddd, MMMM d, yyyy" }

displays “Monday, June 10, 2013.“ • Use Tables To Control Layout• Upload To ClientSpace

3. Create A Merge Template File & Upload• Microsoft Excel• “CSExport” Tab• Naming Cells• Merging Non-Repeating Data• Merging Repeating Data

• Begins with “Row_”• Excel Name Manager• Upload To ClientSpace

3. Create A Merge Template File & Upload• Form Fillable PDF• Create/Edit Forms In A PDF Writer

• Add Text Fields, Checkbox, and etc.• Name Each Field

• Match The Field Names To An Existing Stored Procedureor

• Create A New Stored Procedure To Match The Field Names

• Upload To ClientSpace

Maintaining Merge Templates

• From The Merge Admin Screen1. Download the Merge Template File2. Save A Backup3. Modify Merge Template File4. Re-upload Merge Template File5. Test