Mail Merge Location
Use this area to setup and define the location of where standard Mail Merge documents will be stored.
Note: The location of Mail Merge documents is found by the process below when processing the Daily Mail Merge Tasks;
1. If a full path to a document i.e. S:\REM Mailmerge\Listings\list_thanks.doc is on the task then
this path will be used otherwise,
2. If only Listings\list_thanks.doc is entered; the system will look to the ‘mail merge documents
folder’ path that is entered in the Administration > Setup Tables > Setup Options area to locate the document/s required otherwise,
3. If the path that is setup in the ‘mail merge documents folder’ in Administration > Setup
Tables > Setup Options can’t be found on the user’s network, the system will look in the Shared Documents folder on the local machine otherwise,
4. If the documents aren’t found in this folder, the system will look in the user’s My Documents
folder.
To enter the Mail Merge Document Location
1. Click on the Administration button.
2. Under Setup, select the Setup Options option.
3. Click on the
4. Browse to the nominated folder on your pc/network.
5. Click on the Save button.
Note: It is recommended that if letters are accessed by more than one user that the drive mapping is the same for each user. Please speak with your Microsoft Systems Certified Engineer for further help.