Converting legacy Mail Merge Word templates

To use Mail Merge in the Web Client or in Microsoft Word you must install the Infor CRM SLX Mail Merge add-in for Microsoft Word,The templates created in a version of Infor CRM SLX prior to 8.5.0.01 or in the Infor CRM SLX Windows client or Architect after version 8.5.0.01 must be converted to .docx files.

Note: To convert legacy mail merge Word templates in the Microsoft Word, you must install Infor CRM SLX Mail Merge for Microsoft Word add-in.

Converting a template using the plugin creates a new .docx copy of the template. The original mail merge templates remain and continue to be accessible from the Infor CRM Architect, Administrator, and other locations within the Infor CRM SLX Windows Client. For example an existing contact process referencing a legacy mail merge template.

Note: The system administrator can access this option.

To convert a template:

Select Microsoft Word > Mailings > Manage Templates. The Manage Templates window is displayed.
Note: If existing converted templates are not available, a window is displayed with the
```
There are no mail merge templates available.
```
message. Click OK to close the window.
Click Convert on the Manage Templates toolbar. A window is displayed with the count of legacy (DOC) mail merge templates.
Click Yes in the window.
Click OK to close the Convert Mail Merge Templates window after the conversion is completed.

Note: The additional templates are created in the Infor CRM SLX Windows client or Architect, must be converted those to be available for mail merge in the Web Client or in Microsoft Word.