Using a Document Header

Note This section deals with the Doc_P process. For templates using the MT02 process, please refer to the MT02 Process.

Once you have created your document header you need to link it to the relevant document templates. Alternatively, if you have multiple document headers you can code the document template so that it displays a list of available document headers for you to select at the point of merging.

To link a document template to a specific document header:

  1. Open the document template from the Document Template Management window.
  2. Using the Field Code Selector, expand the Insert Command Codes folder.
  3. Select HD - Single Header.
  4. In the formatting options, select the relevant document header.
  5. Drag the HD - Single Header code to the top of the document template.
  6. The <HD></HD> coding (1) displays in the document template with the document header's id number and name, similar to the example below.
  7. From the Field Code Selector, select the SA - Address command code and drag it on to the document. The correct position will be dictated by the code in the document header.
  8. Insert the relevant field codes between the start and end SA coding (2).


  9. If necessary, drag the Your Reference code to the document and insert the relevant coding. The document header will dictate the position.
  10. Close the document template and click Yes to save your changes.

To allow the user to select the header document:

  1. Open the document template from the Document Template Management window.
  2. Using the Field Code Selector, expand the Insert Command Codes folder.
  3. Select HQ- Multiple Headers.
  4. Drag the HQ- Multiple Headers code to the top of the document template.
  5. The <HQ></HQ> coding displays in the document template.
  6. If necessary, drag the Address and Your Reference codes to the document and insert the relevant coding. The selected document header will dictate their positions.
  7. Close the Document template and click Yes to save your changes.

When the document template is selected to merge, the Missing Data Assistant displays the list of document headers available for you to select and then click Continue.

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