Project Management data can be mail merged with Microsoft Word Documents via ODBC Connections. MS Word Documents (.DOC and .DOCX files only) that are stored under any log including Document Folders can now be created with mail merge tags to connect to the data that relates to the log record that the document is attached to.
This process works in conjunction with the AccuBuild Document Management System to create the necessary data files and ODBC data layout files that relate to the document class assigned to the Word Document and deliver the entire set of files for mail merge functionality to the desktop whenever the document is opened.
The process for creating an ADMS Word Document from scratch with mail merge capability is outlined below. Please note that the instructions will differ depending on the version of MS Office that is installed on your computer.
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Install Advantage ODBC Driver |
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Mail Merge - MS Office 2003 |
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Mail Merge - MS Office 2007 |
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Document Class Code Assignments |
