Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 5 Next »

The MME Document screen is used to organise mail merge documents and document groups in TFS.


 Opening the MME Docs Screen - Click here to expand...
  • From the Administration menu, select Mail Merge then MME Documents.
  • From the sidebar, select Mail Merge then MME Docs.



 How to Add a Mail Merge Document Group - Click here to expand...

How to Add a Mail Merge Document Group
  1. Select the Document Groups list. A shadow will appear around the list to indicate it is selected.
  2. Select a document group folder.
  3. Click the New button. The Add New MME Document Group prompt will appear.
  4. Click the Yes button to add a new group as a child of the current group. The MME Document Group dialog will be displayed.

OR
Click the No button to add a new group at the same level as the current group. The MME Document Group dialog will be displayed.
OR
Click the Cancel button to cancel the process.

      5. Enter the name.

      6. Click the Short Name Copy button () if the short name is to be the same as the name.

OR

Enter a short name.

      7. Enter the notes, if required.

      8. Click the OK button. The MME Document Group dialog will close.

 How to Add a Mail Merge Document - Click here to expand...

How to Add a Mail Merge Document
  1. Select the Document Group where the new mail merge document will be located.
  2. Select the Documents list. A shadow will appear around the list to indicate it is selected.
  3. Click the New button. The Mail Merge Document dialog is displayed.



  4. Click the Method popup button (). The Select MME Method dialog will be displayed. This allows users to indicate which fields will be available to be used in the document (see the Mail Merge Diagnostic Document.doc for a list of fields and the methods they are available in).
  5. Enter the name.
  6. Click the Short Name Copy button () if the short name is to be the same as the name.
    OR
    Enter a short name.

  7. Click the File Name popup button (). The Select File dialog will be displayed

    The file MUST be located in the default TFS folder (default: \[tfs folder]\Mail Merge\ folder).

  8. Select the file.

  9. Click the Open button. The file name will be displayed in the File Name field. The Select File dialog will close.

    The folder field will be automatically completed (if the file is located deeper than the default folder).

  10. Enter the notes, if required.
  11. Click the View tab
  12. Click the New button (). The MME View Membership dialog will be displayed.

  13. Click the View popup button (). The Select View dialog will be displayed. Views allow administrators to set which screens or dialogs a mail merge document will be accessible from.

    Each mail merge document must be available in one view for it to be added.

  14. Select a view from the Select View list.
  15. Click the OK button. The Select View dialog will close.
  16. Click the View popup button () to add more views.

  17. Click the OK button. The Mail Merge Document dialog will close.

  • No labels