How Do I ..... Attach a Windows Documents with merge details?
You have accessed a Windows Document
that includes animal/client details and now want to save it.
As this is
a mail merge document the normal 'save as' option will not save the
actual client details.
Before saving you should break the link to the merge details, as per:
- Select 'Tools' on the toolbar
- Select the 'MailMerge' option
- Use Main Document -> Create
- Select 'Restore to Normal Word Document'
- Select Continue -> Close
Now save the document as required.
If the document is saved in a 'common area' this can now be attached to the record card via the 'W'rite option on the management card.