This section explains how you can create your own mail merge definitions and corresponding template files. The purpose is to hand you the information you need to create mail merge reports that include all required business data.

In the examples given, it is assumed that you have already opened the Planon ProCenter TSI which contains the business object for which you want to create a mail merge report.

This picture illustrates the role of templates as input and the merged report as output in the Create mail merge process.