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Using Word Templates

The following steps describe how a user can open an existing template to create a mail merge document in Microsoft Word using Aptify view data:

  1. Open or create a list view of an entity that has the Aptify MS Word Integration wizard available.
    • To function correctly, this view must contain all of the fields that are included in the mail merge template.
  2. Click the mail merge icon in the view toolbar to open the Aptify MS Word Integration wizard.
  3. Select a category to display the list of templates in that category. 

    Select Template Category 
  4. Select a Word Template from the list and click Show.
    • Microsoft Windows opens automatically and imports the data from the current view.
  5. Use the Microsoft Word Mail Merge toolbar to create documents or printouts customized for each record in the view.
    • For example, clicking the View Merged Data button fills in the field variables with the corresponding field data from the view. For example, The following figure shows the merge results for the record in the view.

      Mail Merge Results 
    • Refer to Microsoft Word's on-line for more information on how to use Microsoft Word's Mail Merge features.
  6. Close Microsoft Word when finished.
  7. Select another template to open or click Exit to close the Aptify MS Word Integration wizard.


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