1. | From your Main document, select Mail Merge from the Tools pull down menu. The Mail Merge Helper will again be displayed. |
2. | In section 1, Main document, now select Edit. |
3. | A drop down list will display all the available Main documents. Select the one you just created. Two new fields are now displayed in your Word toolbar, Insert Merge Field and Insert Word Field. |
4. | To insert the fields from your attached filed or database into your document, put your cursor where you want the field located in your Main document and click on the Insert Merge Field button. You will see a dropdown list of available fields. |
The fields that appear in the drop down list will reflect the fields defined in your data source.
5. | Click on the desired field. The field will be inserted into you document and look like this: |
<<FirstName>>
6. | Repeat until done. |
7. | Preview results. You can use the << >> button on the toolbar to preview the merged data. It will replace all merge fields with the data from the records. |
The following is a sample template letter with field codes inserted.
Castelle
855 Jarvis Drive
Morgan Hill, CA 95037
(408) 852-8000
<<FirstName>><<LastName>>
<<CompanyName>>
<<Address>>
<<City>>, <<StateOrProvince>> <<PostalCode>>
Dear <<FirstName>>,
Thank you for your interest in Castelle’s products. …
…
Yours truly,
Gerard Manley Hopkins
FaxPress WebHelp
Last Updated: 9/12/2007
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Castelle 855 Jarvis Drive, Suite 100 Morgan Hill, CA 95037 Toll-free 800.289.7555 Tel 408.852.8000 Fax 408.852.8100 |