Mail Merge

  1. After writing and formatting document, select mail merge from the Tools Menu:

  2. In the Mail Merge Helper window, click and hold on Create and select the form you are creating (letter, labels, etc.).

    Choose the Active Window if prompted.

    NOTE: If you are linking your document to a previously saved database, continue reading.Otherwise skip to section 5.

    1. Click and hold the Get Data button to create or select a data source.

    2. Select Open Data Source. The program will ask which file you want to open. Select the proper file. (Note: The database file must previously have been saved as a tab-delimited text file).

    3. If prompted by the program, choose Edit Main Document.

    4. Place the cursor at the point in your document where you would like the first merged information (First Name, Last Name, Address, etc) to be placed. Click and hold on the Insert Merge Field button from the Merge Toolbar and select the field you would like to place.

    5. Continue to place all the merged information you would like to include in the document. You may place spaces, punctuation, line breaks or text between the merged fields at any time.

    6. Click the Mail Merge Button in the Mail Merge Toolbar.

    7. In the Merge Window, choose to create a new document (which can be checked and printed later) or merge straight to the printer. Select which records to merge.

    8. Select Merge. If you are merging directly to the printer, the printer dialog box will appear. If you are merging to a new document, the new document will appear. Once you have checked this document, you may print it by going directly to the Print Menu.

  3. Creating and merging a new database

    1. In the Mail Merge Helper Window, click and hold on the Get Data Button. Select Create Data Source....

      The Create Data Source window will appear:

    2. Add or delete the data fields you wish to include in your data source. Select OK when finished. Type in a new name for your data file and save the file.

    3. After the file is saved the MailMerge Helper Window will appear.

    4. Click and hold on the Data Source: Edit Button. The Data Form Window will appear.

    5. Fill in the appropriate data for you database. To add a new record use the Add New button.When you are finished, click OK.

    6. Now place the cursor at the point in your document where you would like the first merged information (First Name, Last Name, Address, etc) to be placed. Click and hold on the Insert Merge Field button from the Merge Toolbar and select the field you would like to place.

    7. Continue to place all the merged information you would like to include in the document. You may place spaces, punctuation, line breaks or text between the merged fields at any time.

    8. Click the Mail Merge button in the Mail Merge toolbar.

    9. In the Merge window, choose to create a new document (which can be checked and printed later) or merge straight to the printer. Select which records to merge.

    10. Select Merge. If you are merging directly to the printer, the printer dialog box will appear. If you are merging to a new document, the new document will appear. Once you have checked this document, you may print it by going directly to the Print menu.