Word Merge Dialog

This Help File Page was last Modified on 06/21/2016

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Word Merge Dialog

This Help File Page was last Modified on 06/21/2016

Word Merge- The dialogue shown below is only available if Microsoft Word® is installed on your computer.

To defined the parameters for a Work Merge process:

Use the Search Icon on the Navigation section of the the Subscribers Form to locate the appropriate Subscriber record.

Open the Subscriber Options Menu on the Navigation section of the Subscribers Form, Select the Word Merge option.

 

HelpFilesSubscriberWordMergeForm

Word Merge dialog

 

New Document - Select New Document and Click OK.  

Word will - by default - open a dialogue box that will allow you to select an existing Template from your Templates folder.

You will start your document based on that template (see document creation techniques in Edit Document below).

Add database fields using the Insert Merge Fields selection (see mouse arrow below for location), as needed.

All of the database and mail merge functionality of Microsoft Word® is supported here.

Consult your Microsoft Word® help files for more information.

Edit Document - Select Edit Document and Click OK.  

Word will - by default - open a dialogue box that will allow you to select an existing file from your Documents folder.

Modify the document as needed.

Add or remove database fields using the Insert Merge Fields selection (see mouse arrow below for location), as needed.

Merge Fields are represented as follows: <<FieldName>>

All of the database and mail merge functionality of Microsoft Word® is supported here.

 

HelpFilesWordMergeLetter

 

Merge to document - Select Merge to document and Click OK.  

Word will - by default - open a dialogue box that will allow you to select an existing file from your Documents folder.

All predefined <<Merge Fields>> in the selected document will be populated automatically with the information from the currently selected Subscriber.

Modify the document as needed.

The result is a completed document which you may save to disk (do not overwrite the generic document you used to create this current populated version).

 

HelpFilesWordMergeToDocument

 

Merge & Print - Select Finish & Merge then Print Document and Click OK.

 

HelpFilesFinishMerge&Print

As with Merge to document above, Word will - by default - open a dialogue box that will allow you to select an existing file from your Documents folder.

All predefined <<Merge Fields>> in the selected document will be populated automatically with the information from the currently selected Subscriber.

The completed document will immediately be sent to your default printer.

 

Selection

Predefined Filter - If you have created predefined Subscriber Filters for this selection, Click Predefined Filter and use the Drop-Down Selection List to find the one you need.

Criteria - simple selection criteria may be used to filter out or filter in a group of Subscribers for (among the many reasons) a mail campaign or a special notification.

i.Field - select a Field to compare like CSID, Balance, Sortcode,DateOfLastSale

ii.Operators - select an Operator to evaluate against the Field.

iii.Selection Criteria - specify the Search Criteria (value) based on how the Operator makes a comparison to the Field.