The Letter System (Word Merge)

iMIS uses the Merge feature of Microsoft Word™ to let Word be your organization's word processor for bulk mailings and 1-off letters, using the data in your iMIS database.

Word templates

Default templates are used as a starting point when creating a Word merge. When a user sets up a Word merge, the default template structure is copied to a new Word document. The default template contains a set of merge fields which come configured with iMIS but may be customized by an administrator.

Merged documents

Users can make changes to the the Word document that is used for a particular merge, but these changes will not affect the template on which the document was based.

Custom merge fields

Administrators chose the fields that are available to users for their Word merges. Users can add fields to their Word merge document, but these fields must be chosen from the fields that you make available to them when configuring Word merge for the module in question.

Reverting changes

If you have made modifications to the default template that no longer meet your needs, you can revert to the default template and available fields.

More:
Implementing the Letter System
Creating Letter System templates
Troubleshooting the Letter System
Tables and fields used by the Letter System