Using Mail Merge with Archer – Archer Community

Using Mail Merge with Archer is a free, self‑paced training course that teaches Archer administrators how to integrate Microsoft Word’s mail merge functionality with Archer to create dynamic, record‑driven reports.

Through interactive learning content, demonstration videos, and supplemental resources, participants learn how to configure and implement mail merge capabilities. The course also includes an interactive guide for practicing mail merge setup within your organization’s Archer development environment.

Who Should Attend

Archer administrators familiar with core Archer concepts who want to expand their reporting and document‑generation skills.

Delivery Format

Free On‑Demand / Self‑Paced Learning

Cost

Free

Duration

2–3 Hours

Prerequisite Knowledge

This course builds on concepts introduced in Archer Admin Essentials.

Please note:

No dedicated lab environment is included.
Participants should have access to their organization’s Archer development environment to practice examples and techniques.

Learning Objectives

After completing this course, participants will be able to:

Create and format mail merge templates in Microsoft Word
Identify Archer field aliases used to communicate with Word
Locate mail merge syntax requirements in Archer Help documentation
Update mail merge code syntax using Archer alias information
Create a mail merge template in Archer and import the Word document
Generate mail merge reports from Archer records
Use the Mail Merge Template Creator third‑party tool

How to Register

Clients & Partners

Visit https://id.archerirm.cloud
Sign in to your account.
Select Archer Academy to access the learning portal.
Search the training catalog for this course name and purchase it and add it to your learning dashboard.

Employees

Sign in through the OneLogin portal.
Launch Archer Academy.
Browse or search the training catalog for this course name and add it to your learning dashboard.

New to Archer Training?

Need an account before you can register? Access the Account Setup Instructions to get started and gain access to Archer Academy and its training resources.