COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons INTEGRATOR’S BROWSER FUNCTIONS Use The Mail Merge Function Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons MAIL MERGE FUNCTION Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo This Tutorial demonstrates how to incorporate Integrator’s Data into Microsoft Word Documents, using the Mail Merge function. The first part of this process is to Tag which of the Records are to be included during the generation of the Mail Merge Documents. That process may be carried out by merely selecting and Tagging the Records… …and using the Tag Filter to remove any Untagged Records…

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons MAIL MERGE FUNCTION Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo In actual fact, the selection process may be a combination of both methods. …and then Tagging all of those remaining Records. Alternatively, the Records may be selected using any of the Filter Functions within Integrator… …for example, by using Column Filters.

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons MAIL MERGE FUNCTION Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo Tagging one or more of the Templates and clicking the Print icon… Once the required Records have been Tagged, clicking the Mail Merge icon will launch the Available Documents Browser… This gives access to any Mail Merge Document Templates which have previously been created and saved … …will lead to the Mail Merged Documents being printed for the selected Records.

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons MAIL MERGE FUNCTION Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo Any changes required may be made using the facilities provided within this programme… If required, an existing Document Template may be edited by clicking the Edit Doc button… This launches the relevant Template in Microsoft Word… Once the changes have been made, the Template may be saved as required. This may include adding further Mail Merge Fields if necessary…

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons MAIL MERGE FUNCTION Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo After naming the new Template, it will be launched in Microsoft Word. If required, a new Document Template may be added by clicking the Add New Record button… This launches a prompt for the Title for the new Template. Once the Template has been created, it may be saved as required… From this position, the Document Template may be created, including adding Mail Merge Fields from Integrator’s Data as illustrated… …following which, it will be available for recall or amendment, as shown earlier.