Form letter with Microsoft Word

Letters, e- mail campaigns, or other cover letters can be created with Microsoft Word, for example, offers.

Cover letters destined for multiple addresses using Microsoft Word will only be available to you if your administrator has granted you the necessary rights.

Special rights for data protection

What you need to know: Microsoft Word

If you are using Microsoft Word through CAS genesisWorld for cover letters, CAS genesisWorld works with the Microsoft Word form letter functions.

If you wish to create or edit Microsoft Word documents as templates for your company, then please keep in mind that you will need to be well acquainted with Microsoft Word, fields in Microsoft Word, and mail merges.

If you are not sure what is meant by main document, a data source, and fields, we recommend you consult the Microsoft Word documentation.

This documentation uses the Microsoft Word terminology which enables you to cross-reference with the Microsoft Word documentation.

Special Microsoft Word topics

If mail merge fields and field variables are inserted in Microsoft Word text fields, not all fields in the cover letter may be replaced with the correct field values. The problem can be solved easily by using tables instead of text fields.
When a document is protected in Microsoft Word, or if editing has been restricted due to formula fields, you may not be able to create form letters.
When creating form letters with Microsoft Word, some fields may not be correctly filled with source data, for example, if the data contains line breaks. The applies mainly to fields with more than 255 characters such as Notes. In the document settings in the Desktop Client, you select settings that prevent these fields from being added to the data source.

Documents/Form letter tab

Creating cover letters

Each cover letter created with Microsoft Word is based on a Microsoft Word document. This document must be available as a template in CAS genesisWorld or saved on your computer.