Mail Merge Control Maintenance

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Purpose

Store and view mail merge documents.

Overview

Use Mail Merge Control Maintenance to store Word .doc and .docx mail merge documents in the Apprise database so the documents can be used for CRM tasks.

Note To create a mail merge document for use with Apprise, click the Output Recipient List button in the ribbon in Perform Mail Merge, and use the output Excel file as a data source for the Word document.

You can view the stored documents in Word. For information on performing a mail merge with stored documents, see Perform Mail Merge.

Storing Mail Merge Documents

To store a mail merge document:

Click the Update button in the ribbon.
Click the Lookup button for the Filename field, then navigate to and select the document you want to add.
Enter a description of the document in the Description field.
Click the Add button.
Click the OK button in the ribbon. The document is added.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Mail Merge Control Maintenance window.
Update	Click this button to add mail merge documents to or remove mail merge documents from the Apprise database.
OK	Click this button to save changes made to stored documents. This button is only available if you click the Update button in the ribbon.
Cancel	Click this button to cancel saving changes made to stored documents. This button is only available if you click the Update button in the ribbon.
Open Document	Click this button to open the selected document in the Documents grid in Word.

Main Tab Fields and Buttons

Field or Button	Description
Filename	Click the Lookup button to navigate to and select a mail merge document. You must select a document with a .doc or .docx file extension. Note If a file or image upload directory is set up for the system ID, the file is copied to the Others folder in the file or image upload directory when you select the file. If no file or image upload directory is set up, the file remains in the original location.
Description	Enter a description of the mail merge document.
Add	Click this button to store the document specified in the Filename field in the database.
Remove	Click this button to remove the selected document in the Documents grid from the database.
Documents	This grid displays mail merge documents. You can edit the description of each document in the Description column after clicking the Update button in the ribbon.