2022.2

Task properties
General Tab
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Microsoft Word Document: Enter a Microsoft® Word® document or template, or click the
browse button to navigate to the location of the document. The supported extensions are: *.doc,
*.docx, *.dot and *.dotx.
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Perform Mail Merge: Check when providing a Microsoft® Word® document or template con-
figured for mail merge.
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Use settings specified in document: Selected to instruct the task to use the connection
string and SQL statements stored in the DOC file. There is no guarantee that the database,
connection string or statement are still valid, especially if the DOC file was moved or sent
to someone else.
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Use custom settings: Override the mail merge settings in the Microsoft® Word® doc-
ument and lets you specify your own.
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Connection String: The connection string to any ODBC database supported by PReS
Workflow. You can use the Browse button to open an existing File DSN, or use the Data-
base Button to open the ODBC connection interface.
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SQL Statement: An SQL statement that is understood by the database you are using and
that will return a series of records that the Microsoft® Word® template is expecting. Note
that no validation is made on SQL statements except if they are for Microsoft Access and
Excel data files. You can use the Test Connection button to test the SQL and connection
string.
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Test connection: Checks if the Connection String and SQL Statement are valid, and if the
resulting recordset is understood by the Microsoft® Word® document. This is optional,
though highly recommended.
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Output Type:
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.PDF File (with metadata): The result will be a PDF file with the number of pages gen-
erated by the combination of the template and record set. Metadata is also included that
complement the PDF.
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.DOC file: The result is a Microsoft® Word® document in .doc format. Note that this format
is not supported by PReS Workflow as a data file or job file, so this option is only useful if
you are simply planning to save the Word document in a specific location.
Miscellaneous Tab
The Miscellaneous tab is common to all tasks.
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