Mail Merge with Microsoft Word

Description

The Mail Merge action exports records to the Microsoft Word Mail Merge function. It can use an existing template or you can create one as you go.

Procedure 

  1. Choose how you want to run the merge, pre-defined or defined at run-time. The options are:

    • "Display the Microsoft Word Merge" dialog box"

    • "Pre-define the merge"

  2. If you selected "Pre-define the merge", make a selection from the Export which records field. The options are:

    • "Current Record"

    • "All Selected Records"

    • "Highlighted Records"

  3. If you selected "Pre-define the merge", in the Specify Template field, select either:

    • "Now"

    • "Prompt at run-time"

  4. If you selected "Prompt at run-time", you must enter a value in the Template name field. There are three approaches:

    • Type a name directly into the Template name field.

    • Click the Folder icon to select a template file.

    • Click Select Template based on its Alpha Anywhere Name and select the template from the Select Mail-Merge Template dialog box.

  5. Click Next >.

  6. Optionally modify the comment that describes the action.

  7. Click Finish.

See Also