Understanding Web Mail Merge Letters

After you generate web mail merge letters, you can process them for mailing at a later time. You can also review letters and perform maintenance functions such as updating text. When you are not using a normal entry point for creating and mailing web mail merge letters such as Employee Information, you can use the Managers Workbench program (P08712) to access the Web Mail Merge program (P05WEBMM). On the Work With Web Mail Merge Letters form (W05WEBMME), you can perform any of these functions:

  • Edit a letter.

    After opening a letter file, you can select an option that launches Microsoft Word. In Word, edit, and resave the document with the .htm extension. To perform this function, you must have your browser security set up to allow you to run ActiveX controls.

  • Extract a letter

    An option on the Row menu enables you to extract individual letters from a batch .htm letter file that contains multiple web mail merge letters.

  • Rebuild a batch .htm letter file.

    An option on the Row menu enables you to regenerate the batch .htm file.

  • Remove a document

    This option enables you to delete the .htm file on the server.

  • Attach a letter

    An option on the Row menu opens the Employee Master Attachments form (W05WEBMMK) and enables you to attach all of the letters or individual letters to employee master information records. That way, you can archive copies of letters that you send to employees.

  • Email a letter

    An option on the Row menu opens the Send Mail Merge Letter form (W05WEBMMJ) so that you can send one or all letters in a batch to designated recipients.

  • Delete

    This option enables you to delete the header record from the Web Mail Merge Letter Header table (F05WEBMM), the detail records in the Mail Merge Runtime Web Data table (F980014D), and the .htm file on the server.