Setup Requirements for Mail Merge: The mail merge feature is available for selected MAR forms such as Customer Invoices and Subcontractor Payment Sheets. This feature allows you to process a batch of entries for customers, vendors etc. and create individual documents (PDF format typically) and email the documents to the recipients. In order to use this feature successfully, the following setup requirements should be carried out in order to avoid errors during the mail merge process:
•User Setup: You must make sure that the AccuBuild User(s) that will be using this feature have the proper settings in the User Maintenance option:
oUser Email Settings - Details Tab:
oUNC File Path Settings - Mobile Settings Tab: Simple click the Update UNC Paths button to refresh the UNC Paths.
NOTE: If your AccuBuild Installation is ever moved to a new server or disk drive location (new folder), you will need to refresh the user UNC paths for the new location:
●Customer / Vendor Setup: Each customer or vendor that will be mailed a document should have the Contact Information set up in the Client List Screen including the email address:
○Contact Information Group - Address Tab:
•MAR Form Setup: The mail merge form (MAR Reports List) that will be used must be set up properly if partial run options are used in the report design:
oMAR Report Design Screen - Data Tab: Make sure both the Auto Search and the Show All options are both set to Yes:
•IMPORTANT NOTE: When the partial run option is being used and the Show All setting is NOT set to Yes, the auto generation of the form will fail due to NO data being generated for the report and will result in a series of error messages showing that the form is missing and the email has failed. Because the Show All is not set to YES, the auto generation of the form produces no data and therefore no form is produced to attach to an email.