Creating a New Template Document

Now that you know what field names are available you can start creating a template document. Follow the instructions below:

1. Start by opening Microsoft Word

2. In a blank document, select "Tools - Mail Merge"

3. Under the "Main Document" heading, select "Create - Form Letters"
   
   

4. Select "Active Window"

5. Under the "Data Source" heading, select "Get Data - Open Data Source".
   
   

6. Open the "MyData.txt" file that was created using the instructions above

7. If Microsoft Word asks you to confirm the data source, click ok.

8. Click "Edit Main Document"
   
   You should now see a button labeled "Insert Merge Field"
   
   

9. Click on "Insert Merge Field" to get a list of the field names.
   
   

10. Click on a field name to add it to your document. Continue adding field names wherever appropriate. Add text to this document to create a template/form letter.

    Don't forget to save the template/form letter. These form letters can be used over and over. The template/form letters should be saved in a location like your printing templates that get backed up regularly.
    
    

Microsoft Word has many merging capabilities. See Microsoft help for more information.