Installing the Mail Merge Add-In for Word

This article is part of the Mail Merge section.

Find all related articles here:

Mail Merge

 

When creating mail merges with CPL and Microsoft Word, the mail merge add-in simplifies the process. This guide outlines the steps to install the add-in:

1. Log into CPL.
   
   
2. Open File Explorer.
   
   
3. In the CPL drive, open the RPM_Distributions > RPMWordMailMergeAddIn folder.
   
   
4. Double-click the setup.exe file:
   
   
   


5. A security warning window will appear. Click Run:
   
   
   

If you see a certificate error at this point, follow the steps in this article. Once fixed, return here and proceed with the installation:

1. The Microsoft Office Customization Installer window will appear. Click Install:
   
   
   
   
2. A progress window will show the installation process.
   
   
3. Once complete, a confirmation message will appear. Click Close to finish the installation:
   
   

• Related Articles

• Resolving Certificate Errors During the Mail Merge Word Add-In Installation

  This article is part of the Mail Merge section. Find all related articles here: Mail Merge If you encounter a certificate error that states "There was an error during installation" while installing the Word add-in for mail merges, you need to run the ...

• Setting Up Standard Mail Merge Templates with the Add-In

  This article is part of the Mail Merge section. Find all related articles here: Mail Merge Introduction To use Mail Merge as outlined in this article, you must first install the Mail Merge Add-in provided by CPL. You can find the add-in in the ...

• Getting Started with Mail Merge

  This article is part of the Mail Merge section. Find all related articles here: Mail Merge Mail merges in CPL are used for creating and sending documents to clients and contractors. They let you build templates that can be automatically personalised ...

• Setting Up Standard Mail Merge Templates without the Add-In

  This article is part of the Mail Merge section. Find all related articles here: Mail Merge Introduction This article is for users who do not use the Mail Merge Add-in provided by CPL. and instead work directly with Word's Mailings tab for mail ...

• Running a Mail Merge

  This article is part of the Mail Merge section. Find all related articles here: Mail Merge Before starting a mail merge, make sure the template is closed. Here, we've covered how to prepare a mail merge. Now, let's focus on running it. To run a mail ...