Create an RTF merge document that contains merge tags that will be replaced with data from the merge data source.

The merge tags must begin with "&EQ_" followed by the column name returned by the merge data source.

In this example, the Merge Data Source is the<Employee Expanded> standard merge data source and is specified on the Merge Document screen. A list of standard merge data source is found here. To view the column names for a merge data source, click on the name of the data source.

Click here for a sample RTF file which contains six merge tags:

The same output can be also be achieved by creating a user report.

The column caption cannot contain spaces. A user report must include a filter for the relevant details to be returned.

Any data that comes from the user report must have "&EQ_" at the start of the column caption. When using a Standard Merge Source, you are restricted to using only the standard fields. Using a User Report as a Merge Source allows greater flexibility in returning data within the Equus Platform.

Click here for the sample RTF file

It is possible to define a section of the document which will repeat once for each record that is returned. The below example contains multiple repeating fields displayed within a table.

You will need to signify the beginning of the repeating section by using the field &EQBEGINROW, then enter the fields you wish to repeat and close the section with &EQENDROW. Click here for the sample file.

If you are experiencing issues with display and formatting, display the the paragraph marks and other hidden formatting symbols by clicking on the

icon found in the Home ribbon.