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Question

Question

Mail Merges in Word

asked on June 16, 2023

I'm working on an upcoming migration of content from a Microsoft network share into LF Web, and a user asked me today how to handle mail merges in documents and hyperlinks within files that direct to other files when they're in LF. I opened a Word doc that is stored in our LF web repository currently, and tried to insert a mail merge, but when choosing a source to populate the field (ex a set of names and mailing addresses for a mailout that is coming from a different file), I'm required to navigate through File Explorer to the file that the data is being pulled from. 

 

I tried searching the help topics here but the vast majority of discussions seem to be centred around workflow functionality, which we might not be able to build out immediately with our project's constraints. Is there a way to get mail merges in Word to work WITHOUT using workflows that I'm missing? To be clear, this is not gathering info through a workflow or form and populating it into a mail merge, the field specifically needs to pull from another file (usually in excel), which is in a different network location.

 

I couldn't find any way to map LF as a network location except through WebDAV, which seems to have mixed feedback. Is there a way to do that?

 

If someone knows the answer to this and is able to assist, that'd be awesome, thanks!

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Replies

replied on June 19, 2023

Laserfiche provides tools to interface with a mail merge template directly in your workflows, since a mail merge template makes for a great master template of a contract, offer letter, or other document in your automated business processes.

It sounds like your just using the classic mail merge though, in which case you should have your data file on a drive or network that file explorer can access. If your trying to retain the master data file in an LF Cloud repository to prevent local data loss, then just download a copy when you need to mail merge.

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replied on June 19, 2023

hi!

 

thank you for responding. You're correct that in this instance we're looking to use the classic mail merge functionality rather than workflow functionality at this point. It's too bad that the workaround is to download the files - sometimes our merges will pull from a number of different files so it's not ideal to tell users that they need to know where every one of those files is and download it each time. thank you for letting me know, though, I'll take it back to our project team!

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