Full Name - Merge Document Password Source
The "Merge Document Password Source" System Preferences increases the data security in the merged word documents that are sent over the Notes/Communication. When this feature is enabled, users can set password protection in the output for each document type:
Excel Merge Document
PDF Merge Document
Word Merge Document
Select the password source for each type:
This system preference is available at both System and Company levels. System-level configuration can set a default system value. Company-level can override the value configured at the system level. If no company-level value has been set up and remained in **Please Select** value, it will always use the default system-level value.
The available passwords that can be used are dependent on the value to be selected from the list:
Employee System Number
Assignment System Number
From Employee ID
From National ID Number
From Social Insurance ID
From National Tax ID
From Payroll ID
To Employee ID
To National ID Number
To Social Insurance ID
To National Tax ID
To Payroll ID
No Password
Note, if no option is selected at both the company and system levels, no password protection will occur.
To password protect the document, the output type needs to be one of the following in Merge Document Record:
Protected MS Word Document
Password Encrypted MS Excel Merge Document (.xls)
Password Encrypted MS Excel Merge Document (.xslx)
Password Encrypted PDF Document
Things to Note
This feature is only supported when merge documents are leveraged in e-mail templates.
The rtf format is not supported at this time.
This system preference is only available to merge documents/merge document records configured after the Equus Platform version 23.2.