Use the plugin for Word

The Word plugin is available directly from:

• Many Sage X3 pages, such as the details read-only pages

• The CRM function linked to mass mailing

• The quotes function

The connection page is identical to the Excel connection page. You can use existing templates or create new ones. The right panel has two tabs:

• The Setting tab, which is identical to the Excel tab

• The Field tab

The Field tab presents the fields available on the original document. If the template is created, you can:

• Create text and add variables

• Modify or use the template directly as it is

You can add a variable at the current cursor position by double-clicking on a property. You can switch from design mode to preview with the preview icon present on the top bar in the Sage panel.

The mass mailing function works exactly as before once a template has been created.