Create a New Mail Merge Template

To Assign Template Creation Rights to a Deskflow User:

1.Open the Deskflow Administrator utility.

2.Open the Workgroups section.

3.Check the Templates option in the Program Components window.

4.Click Save.

To Create a blank Template record:

1.Click Tools > Templates to open the Template Manager.

2.Select a folder in which to create the new template.

3.In the right-hand window, right-click and select the New Template option. An entry called New Template is created.

4.Rename this template using the mouse click-and-hold technique.

5.Right-click the renamed template.

To Create a SQL Query for the Template:

1.Choose the Edit SQL option.

2.Build or paste one of the MASTER queries needed for the template.

3.Test the SQL query.

4.Save the SQL query.

To Edit the Word Template:

1.Right-click the renamed template. A pop-up list appears.

2.From the pop-up list, select Edit Template.

3.MS Word will open the blank template for editing.

4.Insert a Table into the template, then insert all text, images and merge data into the table cells

5.To find the Mail Merge menu in Word, click View > Tool Bars > Mail merge.

6.Type or paste the required text into the blank Word template.

7.Place the edit cursor at the required merge field insertion point.

8.Click Insert Merge Fields in the menu.

9.Select a mail merge field from the list (created by the Edit SQL or the MASTER query option).

10.Click Insert.

11.Click Close.

12.Repeat steps 6 to 10 for each merge field.

NOTE: There MUST be at least one merge field in a mail merge template, for mail merge to work. If you do not want the mail merge field to appear then format the text to appear white or in a very small font.