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| CRS - How to Mail Merge using Word 2000 |
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HOWTO 1. Export the data from our system. See How to Export Records. 2. Open Word 2000 and type the letter. If you already have a letter typed open it. 3. Click on Tools then Mail Merge. The Mail Merge Helper window will open. 4. Under 1 Main Document click the Create button and select Form Letters. 5. In the pop-up window select the button on the left. It will either say Active Window or Change Document Type. 6. Under 2 Data Source click the Get Data button and select Open Data Source. 7. In the Open Data Source window select the location in Look in where you saved your data file (list of names and addresses you saved from CRS web site). Under Files of Type select All Files(*.*). Double-click the data file (list of names and addresses you saved from CRS web site) you want to use.
8. In the pop-up window click Edit Main Document.
9. Position your cursor on the letter where you want the data field to go. 10. Click the Insert Merge Field button at the top of the screen and select the field you want to be in the letter.
The field layout will look like:
11. Click on Tools then Mail Merge. The Mail Merge Helper window will open. 12. Under 3 Merge the data with the document click the Merge button. 13. In the pop-up window click Merge. 14. A new document window will open named Form Letters1. You might see a pop-up window that says Record # was an empty record, click OK. If you still see the orginal letter with the field names, look at the bottom of your monitor for another Word window named Form Letters1 and click on it. 15. To Print the Letters: In the Form Letters1 document click File then Print.
NOTE:To save the orginal letter click on it at the bottom of your monitor. Select File then Save.
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