Mail Merge & Doc Gen (Web Only)
These system functions enable you to automate mail merge and document generation tasks. They constitute a part of a larger process, as this outline illustrates:
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Create an RTF in Microsoft Word to use as the template for a merge.
Use Word's field feature to indicate where to place text at merge time. You can create multiple RTF files and then use the CompositeGeneration business function (BSFN B980043) to create a single template from them.
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Upload the template.
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Call the Get XML Data Model system function to process the template.
Among other files, the system function creates an XML file to populate with data for the merge.
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Create a business function to populate the XML file and then run it.
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Run the merge.
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Delete Document
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Display Document
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Download Template
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Download Template for Doc Gen
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Get XML Data Model
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Run Doc Gen and Display
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Run Mail Merge and Display
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Run Multiple Mail Merge
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Upload Template
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Upload Template for Doc Gen