Establishing a Connection with the Word Processor

To establish a connection with your word processor and create the document template:

  1. Select Extras > Connection with Word Processor from the menu.
  2. Load a transfer format.
  3. Click Connect.The letter document entered in the Document field of the transfer format (word processor format) is opened in the background.
  4. Click on Close in the Connection with Word Processor dialog box.
  5. Select Extras > Transfer to Word Processor from the menu. (If Microsoft Word displays an error message at this stage, confirm this message with OK.)A second document is generated in the background.
  6. Close this second document without saving it.
  7. Switch to the original document in Microsoft Word.
  8. Click on (Mailings > Insert Merge Fields).The address placeholders (Addr.0-9, Salutation and placeholders for transfer fields) are displayed.
  9. Add the address fields (e.g. Addr.0 to Addr.6) one after another to the appropriate place in the document.

    The address placeholders form a block. Each line of the address in the bulk letter has the same length so that the transferred address fits inside a standard envelope window.

    If a line in the address is too long, it is output over several lines. No blank lines are added for unused address fields.

    The greeting defined in the label replaces the Salutation merge field.

  10. Save the document and leave it open. It is now defined as your document template used to generate letters.
    Note: To check the spelling of letters, make sure that the Do not check spelling or grammar check box in Microsoft Word is disabled (in the language settings), at least for those portions of the document you wish to check.

    In order to save DOCM files stored in Aurea.CRM's document management system, DOCM files need to be defined as files that are not deleted, see Configuration Info Area (Documents category, File types to be retained option) in the CRM.core Administrator Guide.

  11. Return to Aurea.CRM win.
  12. If the document template is stored in Aurea.CRM's document management system, you are asked whether the file should be saved. Select Yes.
  13. Select Extras > Transfer to Word Processor from the menu to test the transfer.A letter is generated for the current record. Two documents are now open in Microsoft Word: the template and the letter.
  14. Select Extras > Connection with Word Processor from the menu of Aurea.CRM. Click on Disconnect to terminate the connection.The template in Microsoft Word is closed.
  15. Close the dialog box.

You can now use the transfer format and document template to generate mail merges and single letters, see Single Letters and Mail-merge Letters.