The article explains how to update merge documents.

Introduction

The Documents Module is used for storing files, which are used for “merging“. By “merging“ we mean that the system picks up crew data and fetches it into the corresponding Word template with the help of an SQL select statement.

The SQL, together with the bookmarks, defines the database fields which various info is to be picked up from. So if you need to update what exactly needs to be displayed in the merge document, you might need to have SQL knowledge or might need to involve your IT or contact support@adonis.hr.com.

1 Introduction
2 How to
3 See also

How to

To update the Word template:

Open the Modules → Documents and locate the level where the required document record is seen.

It should not be the upper level <All Documents>, as editing options are disabled on the upper level:

2. Open the attached Word file, save it locally, and make the necessary updates.

We recommend enabling hidden characters and formatting symbols so that you do not jeopardize the bookmarks.

3. Then re-upload it to the system. Ensure you click OK in the Document record to save the file.

Sometimes the OK button can be disabled due to a reason, so users just close the window, and as a result, the changes are not saved. Try editing Description, as an example, even if you just add a space and then delete it, in this way you get the OK button enabled and you can be sure the changes you made will save.

Knowledge Base

How to update merge documents

Introduction

How to

See also