Adding an Infor CRM SLX Library file to a Mail Merge performed in Microsoft Word

You can attach an Infor CRM SLX Library file when performing an Infor CRM SLX mail merge in Microsoft Word, if the Output Type is Email. The selected files are attached to each merged email message, but are not saved as an attachment or attached to a history record if either the attach merged document to each record or add history record to each contact or lead options are selected.

To attach a Library file:

Select Start Mail Merge on the Mailing tab in Microsoft Word. For steps, see Starting a Mail Merge in Microsoft Word
Click the second Add (Add Infor CRM SLX Library Files) next to Attachments field.
Select one or more files in the left pane and click OK. The Infor CRM SLX Library window is closed.
Select the required item that must be removed and click Delete Attachment if required.
Note:
- After you click Merge, the Email message is sent with the attachments.
- The selected files are attached to each merged email message but are not saved as an attachment or attached to a history record if either the Attach merged document to each record or Add history record to each contact or Lead options are selected.