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Word Mail Merge with ND integration Does Word Mail Merge have ND integration. Currently there is no DMS integration with Word Mail Merge. The workaround is users work from the local desktop. This works if the same user, user A opens and works on the letter. The problem is when user B opens and works on the letter, the connection to the data source is lost as the data source file is on users A pc. The Workflow / Steps to replicate: 1. Letter is saved in DMS 2. Data file is saved in DMS either in Word, or excel format. The data file is copied/ exported to the local desktop. 3. Use the Mail Merge Wizard Setup 4. In the Wizard Step 3 of 6, Browse to the desktop and select data file. 5. Complete the Mail Merge 6. Save the merged results file into DMS 7. Save and close the Mail Merge letter Diana Davidson • September 03, 2014 12:21
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I would very much plead for bringing the mail merge functionality to ND. We have the following situation: there is a mail merge template in Word there is a data file in Excel What I would like is that I can link the ND Word doc to the ND Excel file. When I open (check out) the Word doc the Excel data file should open (check out)automatically, and because the two are linked I can run the merge like I would to on the local file server. Mark Jansen • 3 years ago • 3 votes
Thank you Mark for your comments and the follow up to the initial request by Diana. We have it on our road map to do with ndOffice integrations but it is a bit down our priority backlog. Your comments helps us keep it top of mind and to see what can be done. Leonard Johnson • 3 years ago • 1 vote
Our firm would also like this feature added. Rob Johnson • 2 years ago • 3 votes
This would be a very useful feature. Our previous DM integrated, making large mail merge projects easy for teams to work with. This is a step back for us. Lisaana C. Otter • 11 months ago • 5 votes
Our firm would also like this feature. We used it all the time in eDocs DM and have just switched to NetDocuments. Debbie Korodi • 3 months ago • 1 vote
I'm exploring this workaround instead of working with downloaded files. (And yes, I have voted to get this feature request bumped up the list for full ND integration.) 1. Save an Excel data file in NetDocs and open it. 2. Create a Word form doc and save it in ND. 3. In Word, from the Mailings tab, choose Select Recipients>From Existing List. 4. Navigate to the form doc in the nd ECHO folder using the "Select Data Source" dialog in Word. (One can create a link in Favorites in Explorer to make this easier for end users.) 5. Insert merge fields in Word and perform a merge, as usual with Native Word. If I then close both the form and data docs and reopen them at a later date to perform another merge, all seems to work just fine. That is, the Word merge "hook" is retained for future merges. I can't think of any reason not to do this. But maybe I'm not thinking this through fully. Ideas? The key to this workaround, of course, is to have the data file open before performing the merge, which is not always the standard workflow. Eva Eilenberg • 2 months ago • 0 votes
Eva, your steps would work for now. However, documents in the Echo folder are named by Document Name doc ID and version number (at least for us). Therefore, If someone updates your Excel file and saves it as a new version or renames the spreadsheet in NetDocuments then the file name would change in the Echo directory. The previous version may or may not exist in the Echo folder (depending on how long it's been) and therefore your Word document would either give an error or hook into the previous version, not your new version with the new file name. Shane Mays • 2 months ago • 0 votes
I would like to chime in that this is a very obvious feature/tool missing. We just switched from FileSite and they had this integration. I noticed that in this thread, ND responded three years ago that it is on the roadmap. It's a step back for us without it, too. Where on the roadmap is it now? Francine Millman • 12 days ago • 1 vote