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Process of Using Word Web Service to Perform a Mail Merge


To use the Word Web service to perform a mail merge with data from the Siebel database, perform the following tasks:

  1. Getting the Data for a Mail Merge from the Siebel Database
  2. Refining Recipients for a Mail Merge
  3. Refining the Message for a Mail Merge
  4. Previewing Messages for a Mail Merge
  5. Printing or Sending Mail Merge Messages
  6. Logging Messages as a Siebel Activity

NOTE:  After you log in to the Siebel database in this process, your session might time out. If this timeout occurs, then you must log in again.

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