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Merge Document Summary - Document Properties tab

Click Here for the Procedures this form applies to

Document Properties tab

MergeDocumentsSummary-Configure

Field

Description

In Module

Select the Module you are using from the drop down list

Merge Document

The name of the merge document

Button-MSWord

Click to open the merge document in Microsoft Word

Document File

The directory path and file name of the merge document.

TIP: The background will be red if your computer does not have access to the merge document file

Button-OpenFile

Click to browse for the merge document template

Description of merge document

A description of the Merge Document

Order By

Select the order in which the data in the merge document should be sorted. Eg. alphabetically by surname

Delete Merge Document

Click to delete reference to the selected Merge Document

Attach Data Source

Click to attach the data source to the word document listed in the Document File field

Add Category

Click to add a new mail merge category

Delete Category

Click to delete the selected mail merge category

Create a New Merge Document...

Opens Merge Document Wizard to take you through the process of creating a new mail merge document

Done

Close the form and saves the data on the form

See Also

Merge Document Summary - Category Properties tab

Merge Document Summary - Do Merge tab