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Refining the Message for a Mail Merge

After you modify the list of contacts for your mail merge, you can modify the message. You can add fields from the data source to the message.

This task is a step in Process of Using Word Web Service to Perform a Mail Merge.

To modify the message

1. Open the Word document with which you associated contact data in Getting the Data for a Mail Merge from the Siebel Database.
2. To insert a data field from the data source, perform the following steps:
   1. Position the cursor where you want the data field to appear in the message.
   2. Click Refine Message, then select Insert Siebel Field.
   3. Select the field that you want to insert.

      The data fields are added to the message as fields, and are not populated with data from the data source yet.

3. To insert text from the Word AutoText feature, perform the following steps:
   1. Position the cursor where you want the AutoText item to appear in the message.
   2. Click Refine Message, then select AutoText.
   3. Select the AutoText item that you want to insert.
4. Click Save in the toolbar to save the document.