![]() The XML document can be imported from file, or you can create an XML document by assigning values from other data sources. Add data sources which can hold the XML document, the template and the output document. Then you insert some special fields called merge fields into the template in places where you want to insert data from your data source. Note that the document does not have to be a Microsoft Word Template (.dot/.dotx), it can be a normal document (.doc/.docx). Use Microsoft Word to create and design a Word document called a template. That is, the XML data can be imported directly into a General File data source. If data are imported from an external source, you do not need to create an XML Schema. Create an XML Schema defining the structure, content and semantics of the XML document used to provide data during the mail merge operation. Therefore, when you do Word merging, please keep your headers and footers as simple as possible! Basic stepsįollow these steps to perform a Word mail merge. Add any additional fields you’d like and make it look pretty.The underlying third party component we are relying on to do the merging, is vulnerable to complexities in your Word headers and footers.You should now see an Intelligent Mail Barcode! We’ll need to select a font before it will look like a barcode. Don’t worry… those random letters makes up our Intelligent Mail Barcode.Click on Preview Results, and you will see what we’ve got so far.Next, we’ll insert the Intelligent Mail Barcode.Choose a name format and double check everything looks alright in the preview before clicking OK.In this example, I want to keep my mailing list unchanged. A dialog box will pop up to let you manipulate and confirm your mailing list.Make sure Use an existing list is selected.In this example, we have started with a blank document, so just click Next: Select recipients.In this example, I would like to create a letter. On the Mail Merge wizard panel, choose the type of document.Go to Start Mail Merge > Step by Step Mail Merge Wizard… The Mail Merge wizard will appear as a panel on the right.In a new Word document, click on the Mailings tab.We’re half way there! Start a new mail merge in Microsoft Word: Finally, give it a file name and click Finish to save it somewhere.The default mapping is usually sufficient, so just click Next.Click Next to go to the Export Fields step.In the Export Presort Information screen, ensure Presorted pieces is checked.Select Microsoft World mail merge as the export file format.Here’s how.Įxport the presorted mailing list from Postalsoft: The final product will give us a nicely merged letter with Microsoft Word, complete with an Intelligent Mail Barcode. In this tutorial, I will use the sample mailing list that’s presorted as Standard automated letters. The SAP Community Network blogs, however, gives support engineers, like me, some freedom to provide how-tos with third-party software.īefore we start, you’ll need a presorted mailing list. Microsoft Word, a third-party software, is technically outside of our support. Every now and then, we get questions on how to go about doing a mail merge with Microsoft Word and DeskTop Mailer/Business Edition.
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