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Mailmerge > Winword:

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Creating a winword template has to precede the use of this module.

These templates should be stored under the templates sub-directory

The following document is a typical template for the merge functions that this program offers.

Please note the following:

[TODAY] - This will print todays date.

[Address1.PATFIL] – This will print the contents of the field at this position.

{Signature} - This will prompt the user for a signature at the time the letter is being generated. If you are producing a batch of letters then you will be asked if this entry is common between all records, if so then the prompt screen will only be displayed once.

After choosing Mailmerge, you will be asked to select a template. These are the documents found in the subdirectory “templates” of the current file’s directory.

Select the relevant template and click the Select button.

You will then be asked to select a sort criteria for the letter generation.

Here, Zip has been chosen as the sort field.

The document should be titled:

At this point if there any fields in the template with curly brackets then they will be displayed here for data input.

Our current template has the Signature field in curly brackets so the following form has been generated.

On clicking OK here you are asked if this entry is the same for all selected records.

A yes here and all 4 letters will be generated.

Clicking on the attachments icon the following attachments are displayed

Clicking the spectacles on the letter that we just generated we see the following:

which shows that the date, fields and signature have been correctly generated.


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