Once you have created a mail merge template, you can merge records. For example, if you have created a Mail Merge letter to all referral sources, you can merge all records to create a new document consisting of a letter for each referral source. If there are ten (10) referral sources and the letter is one (1) page, the new document will consist of ten pages; a letter addressed to each referral source. You can print all letters or only selected letters.
First, create or open a Template. To open a template, select Launch Word Processor form the Write menu.
| • | Select Open from the QuicWord File menu. Templates files will be located in the QuicDoc Documents folder or, if on a network, in a folder designated by the System Administrator. |
| • | Change the Files of Type filter to Templates (*.tx). |
| • | Select the file you wish to use. Click Open. |
To merge
If you have just created the template, and View Merged Data is turned on, click on it to toggle it off.
| 1. |  Select the Merge to New Document icon on the toolbar. |
| 2. | In the Merge window, select All to merge all records. To filter records, i.e., merge only records meeting a certain criterion. For instance, to merge only records where the zip code is equal to 21234, click the Where option. Then select the field zipcode from the drop-down list. Select = from the next list. Finally, enter the zip code in the textbox. |
| 3. | Click Ok. |
A new, untitled document will be created consisting of a page for each merged letter. You can Save and Print this document like any other document.
See Also