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Mail Merge for Lotus Notes and Excel: Installation Guide

Learn how to install the Mail Merge Excel to Notes project, download the files, copy and paste agents, and sign agents for easy execution. Credits to developers and contributors.

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Mail Merge for Lotus Notes and Excel: Installation Guide

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  1. Email Mail MergeforLotus Notes and ExcelInstallation Guide Author: Gavin Bollard, 19 May 2011 Reviewed: David Turner, 28 Oct 2011, for release 1.3 MailMerge Excel to Notes Project (OpenNTF)

  2. Contents • Part 1: Getting the Files • Part 2: Installation

  3. Part 1: Getting the Files • Go to OpenNTF (http://www.openntf.org/) • Look for a project called: • MailMerge Excel to Notes • Click on ‘Download latest release’ • Download the latest ZIP File • Extract it.

  4. http://www.openntf.org/internal/home.nsf/project.xsp?name=MailMerge Excel to Notes (Release 1.2 – October 2011)

  5. Part 2: Installation • This needs to be done by someone with the IBM Domino Designer application. • For test purposes, apply it on a single mail database file. • Once tested, you should probably do it on your mail file master template for easy distribution. • Tip: You might like to install into a DominoTeamMailbox template for enhanced generic ‘mail-in’ group mailbox functions.

  6. Copy Agents from Project File • In Designer, open the MailMerge.nsf database included in the ZIP File. • On the Left Hand Navigator, expand Code • Double-Click on Agents to see the three Mail Merge agents: • Mail Merge\Create Mail Merge • Mail Merge\Send Mail Merge • Mail Merge\Send Selected Mail Merge • Copy the agents.

  7. Paste Agents in Mail File • Open your Mail file or template (7.x or 8.x compatible). • On the Left Hand Navigator, expand Code • Paste the agents onto the Agent node.

  8. Copy agents from MailMerge database Paste into your mail database

  9. Sign Agents • Lastly, right-click to Sign the agents with your user or administrator ID so that a user can execute them.

  10. Credits • A big thank you to: • David Turner and Sacha Chua for developing such a great utility. • Niklas Heidloff and others on the OpenNTF team for supporting and hosting this project. • Gavin Bollard for initially writing this User Guide. • Thanks those that rate, review and leave feedback on this project! • MailMerge Excel to Notes (OpenNTF)

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