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  1. #1
    3 Star Lounger
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    Jan 2001
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    Boston, Massachusetts, USA
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    Mail Merge Template

    I am beginning a project to automate several document merges using a single data source (and a DMS). I was hoping to get some help. I have a few questions, and would love anyone's feedback here!
    1. What is the most efficient way to set this project up? Do I save an empty data source to the hard drive and then force the user to save the finished project to iManage (DMS), or do I create a master data source on the DMS and have the user save it as a new document.
    2. What is the best way to work with Word's Mail Merge interface to automate the process for the user.
    3. Am I crazy for even attempting this??

    Thanks in advance - Girl Friday

  2. #2
    Lounger
    Join Date
    Feb 2001
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    London UK, Gtr London, England
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    Re: Mail Merge Template

    iManage do have mail merge macros for Word 97 and 2000, which look for a datasource in iManage. Various resellers/partners can help with further development of this

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