Mail Merge with Lotus Notes

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This tutorial demonstrates the mail-merge feature in SWING Integrator for Lotus Notes.

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Mail Merge with Lotus Notes

  1. 1. This tutorial demonstrates the mail-merge feature in SWING Integrator for Lotus Notes How-To: Mail Merge with Lotus Notes www.swingsoftware.com
  2. 2. Requirements: • Lotus Notes or Domino Web application • MS Word or OpenOffice Writer installed on the client • SWING Integrator
  3. 3. Step 1: Copy SWING Integrator design elements to your database Select the destination database and let the Wizard do the rest Open the Integrator database and start the Setup Wizard
  4. 4. Step 2: Add the Integrator action button In Domino Designer, add one or more action buttons to your view... ...and copy the code snippet from the Integrator sample library.
  5. 5. Step 3: Create a mail-merge template Open your database; notice that the Templates view has been added. Let’s create a new mail-merge template Save the template to the Template Setup document. Then, set up the field mapping. It can be either a mail-merge document or mailing labels template
  6. 6. It’s ready to use now! It’s easy to create personalized serial letters or mailing labels with Notes data
  7. 7. What we have done: • Copied design elements using Setup Wizard • Added an action button to the Notes view • Added an Office mail-merge template and set up the data exchange What we have got: • ”Select-and-Click” mail merge • Office templates for easy maintenance • A comprehensive API for advanced programming www.swingsoftware.com
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