anjuim moied 7/4/2012 4:36:26 AM
I had seen it as similar to a custom button that you assign to a report .On the report you select the records to generate mail merge via tick option, click button for document and hey presto!! (as you dont want to see a load of docs on the report page)
I think it is very important to be able to merge the views along with the document. So for example all customers need a statement of purchases once a month .At the moment you would have to go into each record and create a document, admittedly you can use a url in the report to create a link in the record but it still means opening each one at a time.
I could be wrong but i thought it might be the case that the template is loaded with the data but the document mail merge is not generated until the create mail merge button is pressed in word. So the user sees the data load up very quickly and then activates the mail merge after load and accepts the delay.As you would get pretty cheesed off if you press a mail merge report by accident in team desk.