Sending a Mail Merge from the Ardex Remote server involves extra steps, including creating the merge template and transferring it to the Ardex server.
Open MS Word on your computer
Create the Mail Merge message, including all text and images
Save the file as a Word document (.docx) on your computer
We will need to locate this file later in this process, make sure to save it to a location you can remember (such as the Desktop).
The next section is to configure the Ardex Remote app. This is a once-off process;
Open the Remote client and click Show Options
Click the Local Resources tab
Click More ... at the bottom
Ensure Local Disk (C:) is ticked
Click OK to close
Connect to Ardex Remote
Open Thunderbird (e-mail app). Note that Thunderbird is not your work/personal e-mail system
Click Write and compose a short email - address it to your own e-mail address
At this point we will attach the document from your computer to this e-mail;
Click on Network, then open TS Client C << this is your computer
Navigate to the folder where you saved the Word document. For example, to locate the file on the Desktop, click;
Network - tsclient - \\tsclient\c - Users - [yourusername] - Desktop
Click Sent and locate the message you just e-mailed to yourself
Double click the attachment (at the bottom of the message) to open it in MS Word
Click the Office button - Save As
Name the file
Save as Type: Web Page, Filtered
Save to a location such as the Desktop
You have now created the Mail Merge template file, easy to access on the Ardex Remote Server
Open Ardex and commence the Mail Merge process
Import this file into your Mail Merge as the template
Your message is now ready to send. You can preview how the message will look by double-clicking a recipient which will show a preview of the message to send.
Tip: We recommend adding yourself as a recipient, or temporarily changing the e-mail address of a customer so you can preview the delivered message.