Creating a Microsoft Word Merge Output Process
Follow the procedure in this section to define a Word merge output process.
Notes
- Word merges that will be used for Campaign Management inserts must use either the Contact (not CSContact) or the Prospect (not CSProspect) business object as a source.
- Users can also start the Word merge output process from Home > Generate Reports if the lefthome.htm file has been customized to include MS Word Mail Merge.
- If you are creating a query through IFC, and you want it to be visible to users through Home> Generate Reports, you must save it to Central Object Repository > Common > Reports View folder.
To define a Word merge output process
- Go to IFC.
- Define the query that the output process will reference.
- Select MS Word Mail Merge from the drop-down list.
- Select New.
- Name the merge process (the Description is optional).
- Select the Sources tab.
Note: If you get an error message, check the security settings on your workstation (see "Configuring Workstations for iMIS Server .NET" in the Installation Guide).
- For the Source Data Query, select … to browse to the query.
- Leave the Template Name field blank.
Note: While you can choose to upload an existing template or browse to a template that you already uploaded, doing so will prevent the template from being saved as part of the Word merge process. Therefore, it is easiest to create a new template during the output process. If you use an uploaded template or to upload one now, you will need to add your merge fields. To browse to a template that you already uploaded in iMIS, select .... To upload a template at this time select * , Browse, Open, Upload.
- Create a new Word template in Microsoft Word.
- Select Edit Template to create your template.
- Open Word's Mail Merge toolbar.
- Create the letter and add merge fields using the Insert Merge Fields icon.
- Select Save, which commits the changes to the output process.
- (optional) Save a copy of this template outside of iMIS by selecting Save As.
- Close Word. The Template Name field remains blank because the template is embedded within the process itself.
- Execute your merge.
- Select Run from the left menu.
- Select Execute Merge. The merged output is displayed in Word.
- Review, print, or save the output.
- Close Word.
- Save the output process.
- Select Save As or Save from MS Word Mail Merge.
- Browse to the folder location for the output process and select Save.
- Close the MS Word Mail Merge window.
To create a new Microsoft Word template
- Open Microsoft Word.
- Create the base text and graphics for your template.
Note: You can add iMIS-based merge fields when you create a word merge output process.
- Save your template to a local or network drive.
- Close Microsoft Word.
To upload a Microsoft Word template
- Go to IFC.
- Select Central Object Repository.
- Select Template from the drop-down list.
- Select New.
- Select MS Word Mail Merge Template from the Type drop-down list.
- Select Browse and navigate to your saved template.
- Select the template and select Open.
- (optional) Add a description of your template.
- Select Upload.
- Browse to the folder location for the template and select Save.
- Close the Document Loader window.