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Creating a Microsoft Word Merge Output Process

Follow the procedure in this section to define a Word merge output process.

Notes

To define a Word merge output process

  1. Go to IFC.
  2. Define the query that the output process will reference.
  3. Select MS Word Mail Merge from the drop-down list.
  4. Select New.
  5. Name the merge process (the Description is optional).
  6. 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).

  7. For the Source Data Query, select to browse to the query.
  8. 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.

  9. Create a new Word template in Microsoft Word.
  10. Select Edit Template to create your template.
    1. Open Word's Mail Merge toolbar.
    2. Create the letter and add merge fields using the Insert Merge Fields icon.
    3. Select Save, which commits the changes to the output process.
    4. (optional) Save a copy of this template outside of iMIS by selecting Save As.
    5. Close Word. The Template Name field remains blank because the template is embedded within the process itself.
  11. Execute your merge.
    1. Select Run from the left menu.
    2. Select Execute Merge. The merged output is displayed in Word.
    3. Review, print, or save the output.
    4. Close Word.
  12. Save the output process.
    1. Select Save As or Save from MS Word Mail Merge.
    2. Browse to the folder location for the output process and select Save.
    3. Close the MS Word Mail Merge window.

To create a new Microsoft Word template

  1. Open Microsoft Word.
  2. 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.

  3. Save your template to a local or network drive.
  4. Close Microsoft Word.

To upload a Microsoft Word template

  1. Go to IFC.
  2. Select Central Object Repository.
  3. Select Template from the drop-down list.
  4. Select New.
  5. Select MS Word Mail Merge Template from the Type drop-down list.
  6. Select Browse and navigate to your saved template.
  7. Select the template and select Open.
  8. (optional) Add a description of your template.
  9. Select Upload.
  10. Browse to the folder location for the template and select Save.
  11. Close the Document Loader window.

See Also

Creating Output Processes

Creating an Output Process

Creating a Crystal Report Output Process

Creating an E-mail Merge Output Process

Creating an Opportunity Output Process


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