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miss vmiss v 

mail merge - user permissions?

I've created a few mail merge documents that i've uploaded for our users.  However, some of the documents should not be shared company-wide...  is there a way to restrict permissions on which users or groups can see which documents?

thanks.
PeanutmanPeanutman
Hi Miss V,
 
If your mail merge Documents are simply in Salesforce.com as Documents, you can put them into a Folder called 'Mail Merges' and then just give only certain people access to that Folder.
 
Hope this helps.
 
Eric
miss vmiss v
thanks eric... i appreciate the suggestion.  i have them in the mail merge templates (Admin Setup>Communication Teplates)...  any suggestions for this?   :)
PeanutmanPeanutman

Hi Miss V,

I do not believe your users have access to this location.

You could take your Word Document which has the mail merge data in it and save it as a regular Document.

You can then store all the Documents in one Folder and you can control who has access to the folder on the Documents tab.

Eric