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• To view the other documents created, scroll down to view the next page.
31. You can edit the document directly in Word. When finished, save and close the document, exit Word, and
return to your export record.
32. To save the export record, click Save and Close on the toolbar. The Save Export As screen appears.
33. Enter a name and description for the export. To give others rights to run or modify this export record,
mark Others can run this export and Others can modify this export.
34. Click Save. The export record is saved and appears in the list on the Export page.
Creating a Conditional Word Merge
The conditional merge process is essentially the same process as a simple merge in that both use Microsoft Word
integrated features to produce documents customized with information exported from your Financial Edge
database. However, with the conditional merge, you can create more complex merges that use multiple
document templates rather than a single document template. Furthermore, you can define conditional “If/Then”
statements that determine which document a recipient should receive.
For example, in Accounts Receivable, you need to create letters for clients with information about the upcoming
classes they are scheduled to attend — one letter for clients attending the Family Management class, one for
clients attending the Anger Management class, and one for clients attending the Alcohol and Drug Recovery class.
You can create an export file of all individual clients, and using the conditional merge process, you define
conditional statements that match each client with the letter for the class he or she is scheduled to attend.
Furthermore, each letter is customized with information specific to its recipient, such as his or her name and
address.
This is an overview of the process you would use to create the client letters described in the previous example:
Step 1.
In Word, create three unique letters, one letter for clients attending the Family Management class, one
for clients attending the Anger Management class, and one for clients attending the Alcohol and Drug
Recovery class. Leave placeholders for exported information.
Tip: While you can create the document template directly from Export after selecting the fields to export, we
recommend creating the document in Word first and later inserting it. This makes it easier to identify which
fields you need to export.
