Converting Legacy Mail Merge Word Templates

To use Mail Merge in the Web Client or in Microsoft Word by installing the Infor CRM SLX Mail Merge for Microsoft Word add-in, any templates created in a version of Infor CRM SLX prior to version 8.5.0.01 or created in the Infor CRM SLX Windows client or Architect after version 8.5.0.01 must be converted to .docx files. Legacy mail merge Word templates can only be converted in Microsoft Word after installing the Infor CRM SLX Mail Merge for Microsoft Word add-in.

Converting a template creates a new .docx copy of the template plugin. The original mail merge templates remain and continue to be accessible from the Infor CRM SLX Windows Client, Architect, and Administrator.

Note: The system administrator can access this option.

To convert a template

In Microsoft Word, on the Mailings tab, click Manage Templates
Converting a template creates a new .docx copy of the template plugin. The original mail merge templates remained and continue to be accessible from the Infor CRM SLX Windows Client, Architect, and Administrator.
If none of the templates have been converted, a message box displays “There are no mail merge templates available.” Click OK to close the dialog box.
In the Manage Templates toolbar, click Convert.

A message box displays with the number of legacy (DOC) mail merge templates.
In the message box, click Yes.
When the conversion is finished, click OK to close the Convert Mail Merge Templates dialog box.

Note: If additional templates are created in the Infor CRM SLX Windows client or Architect, you will need to convert those templates for them to be available for mail merge in the Web Client or in Microsoft Word.