Mail Merge

Define the mail merge

In order to use the results of a query as the data source in a mail merge document, you must first define the path to the csv file and the path to the Word document.

  1. Select the query that will form the data source.
  2. Click Export.
  3. Click Add.
  4. Enter the path of the CSV file in the Create File field.  Note that the CSV file will be created each time the mail merge definition is used.
  5. Enter the path to the Word document in the Load File field.  Note that the Word document will only be created if it doesn’t already exist.
  6. Enter text decribing the mail merge in the Description field.
  7. Click Finish.

The mail merge definition is now attached to the query.

Run the mail merge

In order to run a mail merge, assuming that you have defined the mail merge as above,

  1. Select the query that will form the data source.
  2. Click Export.
  3. Select the mail merge definition.
  4. Click Attachment.
  5. If a message regarding running an SQL statment is displyed, click Yes to continue.

Note that if the Word document is saved, any changes to the document will remain, and the the Word document will only be created if it doesn’t already exist.