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This general information will work in most
versions of Word - check your built-in help for minor differences:
Word 2002 and Word 2003
1. Create a mail merge data
file using the ChurchWatch Mail Manager. You need software version
1.0007 or later. Follow the instructions in the ChurchWatch User's
Guide.
2. In Word, launch the
mail merge wizard by selecting Tools->Letters and Mailings->Mail Merge
Wizard. The Wizard will appear in a pane on the right.
3. Follow the Wizard instructions,
clicking NEXT at each step.
4. On the "Select Recipients"
page, select "use an existing list" and then click the BROWSE button.
Locate the file that was exported from ChurchWatch in step 1 and select
it.
5. In the dialog box that
appears, you can choose the records you want to keep or just click OK to
use all records in the file.
6. Compose your letter or
fax. To insert merge fields into your document, click the "more items"
selection in the merge wizard (it will be showing in the pane at the right).
Then in the dialog box that appears, select "Database Fields" and then
select the field from the ChurchWatch export in the list and then click
the INSERT button. Finish your letter and then click NEXT to preview
your merge.
Word 97
1. Create a mail merge data file
using the ChurchWatch Mail Manager. You need software version 1.0007
or later. Follow the instructions in the ChurchWatch User's Guide.
2. In Word, click on TOOLS-MAIL
MERGE
3. Under "Main Document" click CREATE
and then choose what you wish to
create (form letter, labels etc)
4. Click Active Window to use existing
document or New Main Document to
create a new document
5. Under "Data Source" click GET
DATA. Choose OPEN DATA SOURCE.
6. Choose the merge output data
file you created in step 1.
7. You may get a message at this
point and if so click on Edit Main Document
8. Near the top left corner of the
screen click on Insert Merge Field to
insert a field from the merge data
file. Continue this process to create
your merge document template.
9. When done, Click on TOOLS-MAIL
MERGE again. Under item #3 click the
merge button to perform the merge.
10. Follow the Word instructions
to complete the merge to a new document.
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