To personalize a communication with information specific to its topic or recipient, you can use merge fields in your Microsoft Word (.docx) document. To specify the merge data to include in the document, you must generate a header file that includes the merge fields. When you generate a header file, you create a comma-separated values (*.csv) file based on an output format, with fields defined by the program, or an export definition, with fields you define. In Word, you can use this header file to merge the data with your document. To generate a header file for a communication, click Generate header file under Tasks. The Generate header file screen appears.
In the Output type field, select whether to use fields from a standard output format or an export definition.
| • | If you select Output format, select the output format that contains the merge fields to include. |
| • | If you select Export definition, search for and select the export definition that includes the merge fields to include. For information about how to set up an export definition, refer to Export. |
When you click OK, the browser downloads the header file, based on the selected output format or export definition, for use in Word.