Settings for Letters (Mail Merge)

Learn to create mail merge.

For information on creating mail merge letters in Aurea CRM web, see Letters & Mail Merge in the Aurea CRM web Administrator Guide.

Microsoft Word must be installed on the client computers to use this functionality. For information on the supported Microsoft Word versions, see System Requirements available from https://support.aurea.com (web section).

The mail merge is executed by CRM.launcher, which has to be downloaded and installed by the user, see CRM.launcher.

The paths for up- and downloading mail merge documents need to be specified in the settings.xml file:
...
<update.web>
...
<MailMergeUploadPath>&dataPath;\upload\mailmerge</MailMergeUploadPath>
<MailMergeDownloadPath>&dataPath;\download\mailmerge</MailMergeDownloadPath>

The IIS_IUSRS (or NETWORK SERVICE) user needs at least Modify rights to be able to upload documents to the server.

  1. Open the file explorer and navigate to the ..\mailmerge directory.
  2. Right-click on the folder and select Properties. On the Security tab, click Edit, then Add to add the user and check the desired permissions (at least "Modify" rights are required).

  3. Click OK to confirm.