Adding the Mail Merge Toolbar to Microsoft Word

In order to create mail merge templates using e-Manage|ONE, you must have Microsoft Word installed on your computer. Additionally, our e-Manage|ONE add-in template needs to be saved in the Startup section of Microsoft Word on your hard drive. Follow these steps to ensure you have the template in the right place:

Installing the e-Manage|ONE Mail Merge Template:

1. Launch e-Manage|ONE:

   • Open e-Manage|ONE and go to the "File" option in the top toolbar.

2. Access e-Manage File Location:

   • Select "Open e-manage File Location" > "Application Directory." This action will take you directly to the e-Manage|ONE folder.

3. Locate the e-manage.dot File:

   • In the list of files within the e-Manage|ONE Folder, find "e-manage.dot." It will have a Microsoft Word icon associated with it.

4. Copy the e-manage.dot File:

   • Right-click on the "e-manage.dot" file and choose "Copy."

5. Navigating to the Startup Folder:

   • On Windows Vista, Windows 7, Windows 8, or Windows 10, locate the "Users" folder and click the "+" next to it.

   • Find the folder with your username (the one you use to log into your computer) and click the "+" next to it.

   • If you don't see a folder called "AppData" underneath, follow these additional steps:

     • Click on the "Organize" button in the toolbar of Windows Explorer or My Computer.

     • In the "View" Tab, click on "Folder and Search Options."

     • Ensure that "Show Hidden Files" is checked (the default is Hide).

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1. Access the "AppData" Folder:

   • Once you see the "AppData" folder, click the "+" next to it.

2. Navigate to the "Roaming" Folder:

   • Find the "Roaming" folder and click the "+" next to it.

3. Access the "Microsoft" Folder:

   • Locate the "Microsoft" folder and click the "+" next to it.

4. Locate the "Word" Folder:

   • Find the "Word" folder and click the "+" next to it.

5. Paste e-manage.dot into the "Startup" Folder:

   • Right-click on the "Startup" Folder under the "Word" folder and choose "Paste."

6. Restart Microsoft Word and Outlook:

   • If Microsoft Word and/or Microsoft Outlook are open, close both applications and then reopen them.

7. Access the e-Manage Merge Codes Menu:

   • In Microsoft Word 2007 or above, you will see a new "Add-Ins" tab at the top. Inside this tab, you'll find the e-manage merge codes menu.

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