Archer Mail Merge Wizard Tool & Utility

With the Archer Exchange, the Archer team and our trusted partners have created a broad selection of supplemental, value-added offerings to help you get your unique risk management program on the right path, right from the start. You can leverage the Archer Exchange offerings to expand the use of Archer solutions into new business processes and address specific industry, geographic, regulatory, or technical requirements. The Archer Exchange features a fast and agile development cycle, enabling quick delivery of new and updated offerings for trending issues and connections to innovative technologies.

The Archer Mail Merge Wizard Tool & Utility simplifies the mail merge process by automatically generating the required field syntax and producing bulk mail merge outputs. This tool minimizes manual errors, reduces complexity, and speeds up template creation, enabling users to generate accurate and efficient mail merge documents with ease.

With the Archer Mail Merge Wizard, clients can quickly generate mail merge syntax for supported field types by targeting specific applications and levels. Additionally, it provides the ability to perform bulk exports by specifying a template ID and supplying content IDs.

On this page

Release Notes

Release Date	Release Version	Notes
April 2025	2025.02	Initial Release

Known Issues

Issue	Description
ARCHERSOL-20465	Misspelled "Macro" in error message

About the offering

Overview

The Archer Mail Merge Wizard empowers organizations to:

Effortlessly create new mail merge templates or update existing ones
Automatically generate mail merge syntax for supported field types
Ensure correct formatting with built-in options tailored to each field type
Perform bulk exports by targeting specific templates as needed
Generate complex, error-prone conditional and cross-reference syntax with ease

Prerequisites (ODA and system requirements)

Components	Prerequisites
Archer Solution Area(s)	N/A
Archer Use Case(s)	N/A
Archer Applications	N/A
Uses Custom Objects	No
Requires Archer On-Demand Application (ODA) License	N/A
Archer Requirements	Archer Platform Release 2025.02 and later
Supported Archer Environments	On-Premise Archer SaaS Note: The tool can be installed in a windows environment with Microsoft Office and windowsdesktop-runtime-8.0.14-win-x64. This is applicable for both On-Premise and SaaS.
Partner/Vendor Requirements	N/A
Operating System	Windows
Additional Software	Microsoft Office, windowsdesktop-runtime-8.0.14-win-x64

Additional Resources

The following additional resources are available for this offering:

Third-party website Download .NET 8.0 Desktop Runtime (v8.0.14) - Windows x64 Installer

Architecture Diagram

Installing the offering

Security Considerations

The information in this publication is provided “as is”. Archer makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose. Client is solely responsible for ensuring that the installation of the application is performed in a secure manner. Archer recommends clients perform a full security evaluation prior to implementation.

Installation Overview

Complete the following tasks to install the offering.

Step 1: Install the Prerequisites

Before installing the package, the system should have Windows desktop-runtime-8.0.14-win-x64 and Microsoft Office installed.

Step 2: Run the Installer

Task 1: Follow the installer window and complete the installation

Run the installer. Follow the steps in the installation wizard.
Click Next in the Confirmation Screen to install.
Once the installation is complete click Close to close the installation wizard.

Task 2: Set up the location of the macro

Go to the Installation path and locate the file ifFieldGenerator.dotm. This file contains macro function.
Open MS Word and go to Options. In the Options window select Trust Center and open the Trust Center Settings.
Verify the location C:\Program Files\Microsoft Office\root\Templates\ is added in the trust center Trusted Locations.
Copy the ifFieldGenerator.dotm file from installation folder to C:\Program Files\Microsoft Office\root\Templates\.
Verify the same location is added in the App.config file inside the installation folder.

Step 3: Test the Installation

Test the application according to your company standards and procedures to ensure that it works with your existing processes.

Using the offering

After completing the installation, add the tool's icon to the Desktop and Start menu. Open the application and login with your target instance credentials. System Administrator privileges are required.

Identify Fields for Mail Merge

Use the Select Application and Select Level drop-downs to specify the application and level for mail merge generation. The relevant fields will then be displayed, organized by field type. To quickly locate a field, enter its name in the Search bar. Drag and drop selected fields into the Application Fields table.

Click the Edit icon to format the selected field. This opens the format window, where you can configure the desired settings. Some fields, such as Tracking ID and Record Status, will not have the Edit icon enabled. To remove a field from selection, click the red icon next to the corresponding row in the table. When a field is selected, its formatting details appears in the Selected Field Format Details Panel. Once finished, click Save to apply the changes.

For Cross-References, Sub-forms, or Related Records, select and add the related field through the Related Module Fields table. Once selected and formatted, click the Add button to include the field in the Application Fields table. After clicking Add, this warning message displays: Once the field is added, it cannot be edited. Click OK to add the reference field to the main Application Fields table. If any modifications are needed, remove the newly added reference field and follow the process again to edit it. The Clear button can be used to reset the panel.

Generate Conditional Syntax

Conditional syntax can also be generated by selecting the Conditional Syntax icon, which opens the If-Else Generation window. In the Condition section, choose a field name, select an operator, and enter a value. In the True section, either select a field or enter a hardcoded string. In the False section, select a field or input a hardcoded string. The system generates syntax that displays the True content if the condition is met; otherwise, it will display the False content. Click Save to add the generated syntax to the Application Fields table.

Generate Mail Merge Syntax Document

After selecting all the desired fields, click the Generate button to create the document with the syntax included. Choose a file location and name, then click Save. If the syntax appears collapsed when opening the document, press Alt+F9 to expand it. The syntax can then be copied and used as needed.

Bulk Export Existing Mail Merge Syntax

To export from an existing template, click the Bulk Export icon to open the export window. Enter the Template ID, select the file extension as configured in the mail merge template, choose an export location, and import a CSV file containing only the Content IDs for the target application. Ensure the correct extension and Content IDs are used to avoid errors. Once the export is complete, a Process Complete popup will appear—click OK to confirm. Navigate to the selected file location, where a .zip file containing all exported documents will be generated.

Certification Environment

Date Tested: March 2025

Product Name	Version Information	Operating System
Archer	2025.02	Windows