Creating a Merged Document

Once you have created a document template, you are all set to mail merge, Start by going to a table (Blue, Green or Pink) containing the data you want to use as your data source. NewViews Mail Merge works on either the entire table or a block of items {link to information on selecting blocks} Follow the steps listed below:

1. Click on "Tools - Mail Merge". If you want NewViews to use the entire table, select "All" otherwise select "Block".

2. Set the "Main Document" field to the name of your form letter (for example qw_professional_letter.doc).

3. Set the "Data File" to the name of a file that will contain the data records. NewViews will create this file when you run Mail Merge. If the file already exists, it will be overwritten.

4. Set the remaining items according to your wishes.
   
   

5. Press F5 to continue. The merged documents will be printed or displayed depending on our prompt box settings.