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  1. Click on the Mail Merge

  2. Under the General heading:

    • Toggle the Mail Merge? field to Yes.

    • The Application field remains View Only as the only current format for merge documents is Microsoft Word.

  3. Under the Template heading:

    • Click on the drop-down list next to Folder. A Select File dialog will appear.

    • Navigate to the location of the merge document and select the required document.

    • The File Name and Folder path will automatically be populated based on the selected document.

    • If the .doc is password protected and/or is locked with editable fields, you can toggle Protected? to Yes and;

    • Enter a Password. Note Password protected mail merge documents are only supported from Framework version 8 or higher.

  4. The Destination heading will be used for the DMS product, however, this functionality is not currently available.

  5. Click OK to close the Communication template.

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