Working with word templates

When you install the Infor CRM SLX Mail Merge for Microsoft Word add-in, you can create, edit, or manage Infor CRM SLX mail merge Word templates from the Microsoft Word Mailings tab. These templates can be used when performing a mail merge from Microsoft Word, or in the Web Client when performing a mail merge output to file.

To access these features, Microsoft Word must already be installed and configured and users must install the Infor CRM SLX Mail Merge for Microsoft Word. For more information, see Installing Infor CRM SLX Mail Merge For Microsoft Word.

On this page you can:

• Access, select, and manage word templates. See Opening, selecting, and managing Word templates
• Create or update the properties for a word template. See Setting or updating the properties for a Word template
• Save or import a new word template. See Saving or importing a new Word template
• Convert Legacy Mail Merge word templates. See Converting legacy Mail Merge word templates
• Share word templates with other users. See Sharing word templates with other users
• Edit a word template. See Editing a Word Template
  • Insert Mail Merge in a word template. See Inserting Merge fields in a Word template
  • Edit merge fields.
  • Edit SQL value fields in word templates. See Editing SQL Value Fields in Word Templates
  • Remove merge fields from a Microsoft word template. See Removing merge fields from a Microsoft Word template
• Start a Mail Merge in Microsoft word. See Starting a Mail Merge in microsoft word