Execute Local File

Explanation

This activity is used to execute mail merge with a document template stored in the local computer.

Prerequisites

• Docman awareness should be enabled for UserQuickReport and QuickReport, i.e. setting DocReferenceObject^ in Object Connections for those LU:s.
• CRM and Custom Objects(fndcob) components should have been deployed.

System Effects

• Mail merge will be executed with a template stored in the local computer.

Window

N/A

Related Window Descriptions

Quick Report Result

Procedure

Executing Mail Merge with a Document Template Stored in Local Computer;

1. Execute a report and obtain results.
2. Select a set of records you want to execute mail merge for.
3. Right-click and then click Mail Merge.
4. Select Execute Local File. You will be asked about the number of rows you want mail merge to execute.
5. Select appropriate option. The Open dialog box will be opened.
6. Locate the template in the local computer and select the file.
7. Select Open.
8. Mail merge will be executed and Microsoft Word© will be opened.