Using the Mail Merge DSC

Scenario

In the case of having a word document file as a template that you use a lot but every time you use this template you need to change some data in it. The Mail Merge DSC modify and merge data

with Word documents without utilizing Microsoft Word through the workflow.

The Mail Merge DSC, once installed, will appear as a new service in your LiveCycle WorkBench.

As shown in the below Figure, the task "mergeDataWithDoc" can be added to our process as one process step...

e.g 'Invitation's Letter.doc' needs to be populated with information held in the form (eg Date, Name etc). If you specify this document as an input to the Mail Merge DSC

you can fetch the (Date,Name) field form the document and then you can fill fields with the corresponding data you specify (e.g 11/08/2007,John) and finally you

can specify the output file name path to be stored.

Setting Properties on the Mail Merge DSC

To configure the properties we first click on the DSC and view the properties tab-->setting then as you see in the figure below click in the button next to the MailMergeOptions to

popup a dialog in which you specify your input document.

 
 
If the input file is the 'InvitationLetter.doc'. See the (date,Name) in yellow.

 
Set and enter the Input filename path as a string or as process variable, to identify the input file to merge the data with.
 
Enter the Output filename path as a string of as process variable to store the modified document.
 
Now, to populate the 'Field' column in the table with the fields form the word document (date,Name), you need to enter the filename path as 'literal value' in the text next to the refresh button then click refresh. Then you can enter the value of each field (e.g 11/08/2007,John).
Note: you can use the buttons (+,-) to add or remove row. 
 

 

The 'OutputInvitationLetter.doc' would be: