How Do I Do a Mail Merge in Word 2000
You have a file you wish to `mail-merge' using Microsoft Word.
What are the steps?
Run the export program in Premvet, this could be one of the recall
programs, Data Major, WordCSV for consent forms or any of the options
that generate a '
CSV' file. The example here is generic - adjust
as suits.
Start Up Word
Select Tools/MailMerge:
The 1st Step is to select what sort of document you are wanting to create,
so select Main Document - Create and then the type:
Select Active Window
You need to Select the Data Source, this is where Word is going to get the `data' to add to the letter.
Click the 'Open Data Source' Icon on the toolbar and you will get the 'Open Data Source' Window:
If you have already setup a
shortcut to the Vet System just click it, otherwise used the Browse option to locate the text folder in the Premvet share.
Note: If you can't see the share then there is no point in going any further - check your PC settings.
As we selected a Blank Document in an earlier step, Word will tell you there are no merge fields - this is NORMAL - Just click 'Edit Main Document'.
Type your letter as required - when you want to personalise it - click the 'Insert Merge Field' Icon on the toolbar, you will get a list of all the available options. The options will depend on the Data Source so you may not see exactly what is shown below - it will vary. - Edit as required.
If you want to see what the data actually looks like, you can
click the <<ABC>> Icon which will switch views:
When you are ready to merge, select the 'Merge' icon - You will get a box asking where you want to merge to:
Answer accordingly.
Tip: Some people find it easier to load the CSV file into MicroSoft Excel first - filter the data, save as an .XLS file and merge that. The procedure is exactly the same as above except enter the Location and Name of the Excel file as the data source.
