Generate Microsoft Word Documents for Correspondence

If you associate a Microsoft Word document file with a correspondence process, you can generate the correspondence output in Word from its status page. When you generate the output, the selected data fields automatically merge with the documents generated in Word. From the status page of the correspondence process, you can generate Word documents for the most recent instance or a previous instance of the process.

1. From Marketing and Communications, select Manage correspondence. The Manage Correspondence page appears.

2. On the Correspondence List tab, select a correspondence process and select Go to process. The status page of the process appears.

3. Select the instance of the process with the documents to generate.

   • To generate documents of the most recent instance of the process, select the Recent Status tab.

   • To generate documents of a previous instance of the process, select the History tab. In the grid, select the instance to generate.

4. Select Merge Letter. The program merges the data fields and document file selected for the process and opens the merged documents in Microsoft Word.

5. In Word, save the merged documents on your workstation or network.