Merge Form Maintenance

Overview of WP03

In order to generate merged output, forms must be first set up within the system. DDI Client Support will work with you to create the appropriate form, which is then saved to a merge directory created for your organization on the DDI server. Once the form is created and saved to the merge directory, it must be set up within the DDI Connect system.

• From the DDI Connect main menu, double-click Merge Forms System
• Double-click Setup
• Double-click Merge Form Maintenance. You will see a screen similar to this one:

To add a new form, click the Add button. You will now see the fields active for editing:

You have the following fields available to you:

Field	Description
Form Code	The unique code identifying this form. This code can be designated by your organization, and it is a required field
Default language	This indicates the language on the merge form. Currently, only English and Spanish are set up within the DDI Connect system
Description	A brief, unique description of this form
Template File	Select the template file that was set up for this merge. Click the folder icon to select from a list of available templates in your forms directory
Additional File	If the form you are setting up requires additional information, such as legal verbiage, that is found in an additional file, you can indicate that here. Click the folder icon to select the file containing this additional information
Stock code	Short description for the stock on which to print the merge form. Unless you print on a pre-defined form, most merge forms are configured as LETTER or ENVELOPE
# in batch	This sets the number of records to be merged in each batch. For example, if you are setting up a form that could have thousands of documents, you might wish to set the number in each batch to be 100 or 200. That way, the system will merge 100 records at a time until the end of the run is reached
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