Plan Management Mail Merge

Introduction

The Plan Management feature is supported by a mail merge capacity, that allows the organisation to incorporate data from the Plan into a custom designed MS Word report.

Open

Establishing a Plan Mail Merge

To establish a plan mail merge document observe the following steps:

1. Click on the MAIL MERGE button located in the ribbon bar to expand the mail merge panel.

2. To create a plan management template click the Download template link to present the following pop-up screen within the browser.

    

   Open

   

   
   Select the OK button to open the pmplan.docx template into MS word

3. Once MS Word opens:
   Enable editing

   
   Select the developer menu

   
   Select the XML Mapping Panel to open XML Mapping Panel located to the right of the word document

    

   
   From the Custom XML Part drop down list select the http://brevity.com.au/pmplan XML part
Expand the pmplan to list the plan data fields that are available for assignment into the word document.

    

   
   Establish the document structure
To assign the data links position your cursor in the word document where the data link will be located.
Right click the data element from within the XML list to present a floating menu, listing the option > Insert Content Control.

    

    

   
   selecting the menu option > Insert Content Control, will list a set of object options. Select the option Plain Text.

    

   The selected item of data will be positioned into the word document.

    

   Repeat these steps until all the necessary data fields have been embedded into the word document.

4. Save the word document off onto a drive folder.

5. From within the Mail Merge panel of the Plan Management list page select the Upload document link to open the File Upload screen within the browser.

   
   Within the File Upload window, search for and select the pmplan document.
Select OK to update the Mail Merge panel with the client document

    

    

    

    

6. To undertake a mail merge, ensure the required record is selected within the Plan Management list page.

7. Select the floating menu as denoted within the […] to the right of the word document. Select the Mail merge option to generate your mail merged support document.

    

   
   An example of the output is shown on following