Editing Conditional Merge Details

See Also

Permissions Required

Edit Print Template - To modify Print Templates.

You can edit details of a Condition to modify the way the Print Template content is viewed or printed.

When you edit the details of a Condition, to view or print the changed contents of the Print Template, delete the old Condition from the Print Template and insert the edited Condition. The changed results are reflected after you save the Condition and then perform a Conditional Merge operation.

If you edit the Title field, you must clear the old Condition from the Print Template and insert the edited Condition.

To Edit Conditional Merge Details

1.  Open the required Print Template.

2.  From the Print Template menu, select Conditional Merge.

- OR -

Click .

The Conditional Merge Manager is displayed.

3.  Select the Condition you want to edit and click .

- OR -

Double-click the required Condition.

The Conditional Merge dialog box is displayed with details of the selected Condition.

4.  Make the required modifications to the details of the Condition.

5.  Click .

The Conditional Merge dialog box is closed.

6.  Click . The Conditional Merge Manager is closed.