The merge fields available are found in the cm_mailmerge.csv file that is created as part of the registration process.
This 'comma delimited' file has all the necessary 'Contract Management' details for the selected contract for you to maintain on your template. Any templates created must be linked to this file as specified in the 'Contract Management' default setting shown here:
In order to set up your templates and link them to this merge file, you must firstly create this file, or copy it from the Zavanti Application folder, to the folder specified above.
You can then use the 'Mail Merge' functions of MS Word or MS Excel to set up your documents using the merge fields on this file as shown below:
|
Merge Field |
Description |
|
JOB_CODE |
Job Code relating to the selected contract |
|
JOB_DESCRIPTION |
Job Name relating to the selected contract |
|
COUNTER |
Template Counter |
|
CONTRACT_ID |
Contract Identifier |
|
CONTRACT_NO |
System Allocated Contract Number |
|
CONTRACT_NAME |
Contract Description |
|
SUBJECT |
Document Subject |
|
VALUE |
Value as entered |
|
CC |
CC list from those selected |
|
RESPONSE_BY |
Response required by date |
|
COMPANY |
Login Company code |
|
COM_ADDRESS |
Login Company Address |
|
COM_STATE |
Login Company State |
|
COM_POSTCODE |
Login Company Postcode |
|
COM_TOWN |
Login Company Town |
|
TO_COMPANY |
To Company |
|
TO_NAME |
To Name |
|
TO_ADDRESS1 |
To Address |
|
TO_ADDRESS2 |
To Address |
|
TO_ADDRESS3 |
To Address |
|
TO_STATE |
To State |
|
TO_POSTCODE |
To Postcode |
|
TO_FAX |
To Fax |