Considerations for Using Extended Mail Merge

Consider these items when using Extended Mail Merge to generate Microsoft Word mail merge documents.

• Extended Mail Merge supports Microsoft Word 2007.
• Extended Mail Merge doesn’t support templates saved in .dotx file formats.
• Mail merge documents give you access only to the fields that are accessible to you via your page layout and field-level security settings.
• Extended mail merge doesn’t support formatting from rich text area fields.
• Using Extended mail merge from a record detail page doesn’t trigger standard workflow and validation rules for that record.
• When making mass mail merges, you can merge documents for up to 1,000 records at one time.
• A mail merge template can be up to 1 MB.
• For mass mail merges, the number of selected records multiplied by the combined sizes of the selected mail merge templates can’t be larger than 50 MB.
• When you preview a mail merge document, you see only the template. The preview doesn’t populate merge fields with your data because there’s no record detail available to the preview template.