About the Word Web Service

The Word Web service enables you to use the Word mail merge feature directly with your Siebel database. The Word Web service adds a custom toolbar to your documents. You can use the toolbar to perform your mail merge tasks. You can use the Word Web service to perform the following tasks:

  • Create a list of mail merge recipients with data from your Siebel database.

  • Refine your mail merge message and add fields to represent fields from your Siebel database.

  • Preview your mail merge documents with the data fields populated with data from your Siebel database.

  • Print or email your mail merge documents directly from Word.

  • Log each mail merge event as an activity in your Siebel database.

By default, the following record types are supported:

  • Accounts

  • Activities

  • Contacts

  • Opportunities

  • Service Requests

For information on supported versions of Microsoft Word, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.

Note: For Siebel CRM product releases 8.1.1.9 and later and for 8.2.2.2 and later, the system requirements and supported platform certifications, see the Certifications tab on My Oracle Support.

Users must have the macro-security level set to medium or lower to use this Web service.