Plan Review Mail Merge

This page provides an overview on generating a Plan Review mail merge document

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

To access the Mail Merge feature click on the MAIL MERGE button located in the ribbon bar to expand the mail merge panel.
To create a Plan review template click the Download template link to present the following pop-up screen within the browser.

Select the OK button to open the planreview template into MS word
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/planreview XML part
Expand the planreview to list the plan review 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 there dat 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.
Save the word document off onto a drive folder.
From within the Mail Merge panel of the Edit Plan Review record select the Upload document link to open the File Upload screen within the browser.

Within the File Upload window, search for and select the plan review document.
Select OK to update the Mail Merge panel with the plan review document
To undertake a mail merge, ensure the required record is presented within the Edit Plan Review record.
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 Plan Review document.

An example of the output is shown on following