The new Exact Word Merge application offers a wide range of improvements over the mail merge functionality. Among them is a new method of creating Word Merge templates directly in Microsoft Word. In order to create templates, XML Mapping Task Pane must first be installed in Microsoft Word. This is done via a third party add-on (the CodePlex). Installing XML Mapping Task Pane for Microsoft Word will add a new button, XML Mapping, to the Developer ribbon.
In Microsoft Word 2013 and higher, there is a built-in XML Mapping Task Pane which provides the same functionality. Hence, it is recommended to use this built-in feature if you are using Microsoft Word 2013 and higher.
Note: By downloading XML Mapping Task Pane for Microsoft Word 2010 (the “task pane”), you agree that your use is subject to the license terms and conditions located at http://xmlmapping.codeplex.com/license. Additionally, by downloading the task pane, you further acknowledge and agree that you assume all risks in using the task pane, and Exact provides no warranty or support for the task pane. Exact disclaims any losses, claims, damages, and liability whatsoever that may arise from your download and use of the task pane.
This document is divided into the following sections:
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Before installing XML Mapping Task Pane, users must ensure they have the relevant requirements and prerequisites. For more information, see Hardware and software requirements for Exact Synergy Enterprise.
If any of the prerequisites are not installed, the setup will download and install them automatically, but a reboot may be required.
To download and install XML Mapping Task for Microsoft Word, observe the following steps. However, if you are using Microsoft Word 2013 and higher with the built-in XML Mapping Task Pane, you can go directly to Enabling XML Mapping Task Pane in Microsoft Word.
a. Downloading XML Mapping Task Pane
Upon successful installation of XML Mapping Task Pane, users will have to enable the Developer tab ribbon to access the XML Mapping button.