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: