Creating Mail Merge for Word Templates
The Mail Merge for Word toolbar (the On Demand Integration toolbar) is attached to each template file. The following procedure describes how to create a Mail Merge for Word template, using the On Demand Integration toolbar. Using the toolbar to create Mail Merge for Word templates allows you to make sure that your Oracle CRM On Demand data will support the personalization you are embedding in the template.
About Opening Mail Merge for Word Templates
To make sure that Mail Merge for Word is attached to any templates that you create or modify, you must always open the original template files. To make sure you have opened the original template file, check the title bar. The document title must have a .dot file name extension.
NOTE: Do not double-click the file to open it, because this action opens a new Word document, based on the template file. If you save any changes while in this mode, you will be saving a normal Word document, which does not have the On Demand Integration toolbar attached.
To create or modify Mail Merge for Word templates
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