Mail Merge Template Customization
We have a requirement wherein an application gets data from multiple questionnaires but each record will have data for only one questionnaire at a time and we have different mail merge templates based on which questionnaire data is available in the record for example
Questionnaire A --> Mail merge Template A
Questionnaire B --> Mail Merge Template B etc.
While trying to export the mail merge template we cannot figure out how to present context-specific mail merge templates to the user and also would like to know if there is any feature being developed that allows us to customize the name of the exported template like Risk Event XYZ v.1
For some reason cannot get the export in the organization's proprietary font is it a bug in Archer or do we need to customize it somewhere in ACP
We are using Archer 6.7
One option I proposed was to have a single Mail merge document and the sections belonging to different questionnaires would get displayed based on if or skipif conditions but was not accepted since these questionnaires are for different business areas and have different vendors managing it.
- Community Thread
- conditional mail merge
- Forum Thread
- mail merge export
- RSA Archer
- RSA Archer Suite