Setting up a mail merge consists of two steps. The first step is creating the letter or form in Microsoft Word (see Related Topics), and the second step is adding the document to Synergy SIS and defining it as a mail merge document. Once the letter or form has been created, it needs to be added to Synergy SIS as a mail merge document.
Click Type and select option. Categories available for Type can be defined by modifying lookup table Revelation.MailMerge.MergeType.
Click Default Language and select option.
To associate mail merge with a specific report,
Click next to Report Name. Find ReportDef view opens.
Enter partial or complete data in any field. An asterisk (*) wildcard can be used as a substitute for any or all characters.
Click . Search results displays a list of records matching criteria entered.
Click line number of appropriate record to highlight
Click . Find ReportDef view closes.
Click .
NOTE: Associating a mail merge document with a report allows mail merge to print at same time as report. Information in mail merge document matches information in report. Example: A mail merge document could be a cover letter sent home to parents accompanied by a report card or disciplinary profile. Once a definition has been created and associated with report, mail merge definition can be selected from Sort/Output tab of Report Interface for that report. There are also special mail merges that can be created for Disciplinary Action Forms and Attendance Letters
After definition is created, Word document needs to be attached to definition.
To attach document
Click on Mail Merge Documents grid. Attach Document displays.
Click .
Navigate to location of document.
Highlight document.
Click . Document name and location is displayed.
Click . Upload successful! displays when done. A new line is added to Mail Merge documents grid.
Click Language and select option.
Enter Revision number, if appropriate.
Click .
NOTE: Each definition can have multiple documents in different languages added. Only one document per language should be added. Document will print in student’s home language or primary language, if available, at time mail merge is printed.
Add and Define Mail Merge Document
(at top). Mail Merge Definition view opens.
and select option. Categories available for Type can be defined by modifying lookup table Revelation.MailMerge.MergeType.
next to Report Name. Find ReportDef view opens.
. Search results displays a list of records matching criteria entered.
. Find ReportDef view closes.
.
.
. Document name and location is displayed.
. Upload successful! displays when done. A new line is added to Mail Merge documents grid.