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.