Using an Existing Template Document

Now that you know what field names are available you can start. NewViews provides a Word template called qw_professional_letter.doc that is preset to do a mail merge. To use this document follow the instructions below:

NOTE: If you open an existing Word Mail Merge template that is associated with a data source file that either no longer exists or that you don't have access to, you will receive an error message when you try and open the template.
To correct the problem you must restore the document to a normal Word document and then re-link it to a data source. See Troubleshooting Mail Merge

1. Start by opening Microsoft Word

2. Click on File>Open and select qw_professional_letter.doc

3. In the current document select the Mailings Tab
   
   

4. Under the Mailings Tab select Start Mail Merge>Step by Step Mail Merge Wizard
   
   

5. In the Mail Merge Wizard select Letters and press Next: Starting document
   
   

6. Select use the current document and press Next: Select recipients

7. Click on Browse and open the "MyData.doc" file that was created using the instructions above
   
   

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

9. Close the Mail Merge Wizard.
   
   

10. Ensure that you are still in the Mailings Tab; you will now notice that the Insert Merge Field drop down is active. Click on Insert Merge Field to get a list of field names.
    
    

11. 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 form letter.
    
    

12. To delete a field, position the cursor on the field and press the delete key.

13. When you are finished modifying the template, you MUST revert the word document back to a "Normal Word Document". To do this select Start Mail Merge>Normal Word Document. save it as a .doc document.
    
    

14. Save the document.

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