Merge documents are created from templates. Some merge templates will be used by everyone; others, though, can be limited to a specific role or person. To help keep the list of merge documents from getting out of hand, we’ve created the ability to classify templates as either global or personal. Global Merge Templates You can set up a list of merge templates that are accessible to everyone in the database under Admin Tools > Settings > Merge Templates. Security can be added to templates on the Merge Template Detail block. Security settings are enforced whenever a merge document is created. Personal Merge Templates You can set up a merge document for your personal use on your My Settings page (found under the dropdown in the upper-right corner of the screen). From this screen you’ll see your own personal templates. You can also access Global templates by updating the block's settings.