Introduction

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

Open

Creating a Mail Merge Document

To create the Service Provider mail merge document observe the following steps:

1. To access the Mail Merge feature click on the MAIL MERGE button located in the ribbon bar to expand the mail merge panel.

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

   Open

   

    

   Select the OK button to open the account.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/account XML part
Expand the account to list the account 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 External Provider 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 client document.
Select OK to update the Mail Merge panel with the accpunt document

    

Accessing Mail Merge document

To access the Service Provider mail merge document observe the following steps:

1. To undertake a mail merge, ensure the required record is selected within the Provider list page.

2. 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