How to create a Document or mail merge
- Select Recruitment from the top menu.
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Select Recruitment Maintenance.
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Select Documents.
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Select Create New Template.
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Select Template Document.
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In Data Source select the mail merge fields you want to use and where the system will collect them from. Select Inbuilt if you want to use mail merge datasets created by IRIS Cascade or Query if you want to use Query Builder.
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Select which Data Source or Query to use from the menu.
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Select Show Merge Fields.
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From the list of available fields select each one you want to use in the template, select Select Fields and press Ctrl + C on your keyboard to copy the fields to the clipboard. Select Close.
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Select Save.
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Enter the name of the document in Template Title and select OK.
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When you save the template, the system takes the following action:
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Checks that the merge fields in the template match the merge fields available. This check is always done, even if you have not added the fields yet.
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Creates a default Microsoft Word file, which you can access by selecting Download.
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Adds further tabs to the Document Manager screen.
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Select Download to save the Word document.
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Open the downloaded Word document and paste the copied merge field into it. Save this copy locally. Close Word and return to Cascade.
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Select General. Select Choose File and browse to the Word document with the merge fields you just saved. Select Upload.
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Complete information on the other tabs as required .
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Select Save.
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When you have added merge fields to the Word document and uploaded it, you can make a further check by clicking the Template tab. On this tab, you will see an error message if the mail merge fields in the template don’t match the data source. If this happens, check the option selected in the Data Source field. When you have selected a data source, it’s advisable not to change it, as this will break the matching.