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Overview of Word Merge

Menu path

HR ➔ People ➔ Maintain

Introduction

Word Merge is an application integration between the system and Microsoft Word that allows the creation of a template or layout in Microsoft Word. This template is then saved in the system. You can access the Word Merge screen by clicking Word Merge in the HR > People > Maintain screen. For more information, see Overview of people.

Fields

Selection section

Layout

Type or select a layout to be displayed in Microsoft Word. The layouts can be created or modified at System ➔ General ➔ Settings➔ Document settings. For more information, see Documents settings.

Action

You can choose to print the document and/or send the document by email. Select the following:

• Print document - Select this check box to print the document.
• Send e-mail - Select this check box to send the document by email.

Note: The Send e-mail check box is displayed only if the Not used option is not selected under the E-mail section under the Output tab at System ➔ General ➔ User settings. For more information, see Overview of user settings: Output tab.

Data section

Date

Type or select a date to display the selected date on the document. By default, the current date is displayed.

Person

Type or select a person to view the document for the selected person.

Type

Select an address type to be used in the document. You can select Visiting address or Postal address.

Word Merge: Subject

Type a subject for the document.

To section

Subject

Type a subject for the document.

Note: This field is enabled only if the Send e-mail check box at Action under the Selection section is selected.

Person

Type or select a person that you want to email the document to.

Note: This field is enabled only if the Send e-mail check box at Action under the Selection section is selected.

Buttons

Preview

Click this to generate the document as a preview format in Microsoft Word.

Start

Click this to generate the document Microsoft Word.

Close

Click this to exit.

Related documents

• Documents settings
• Overview of people
• Overview of user settings: Output tab