Add a Letter type Document

Mail Merge - Creating the Document Template

Mail Merge - Overview (MS Word)

Mail Merge - Using MS Word 2002 / 2003

Main Menu > Miscellaneous > Merge Documents-Summary

Applies to Form: Merge Document Summary

Once you have set up the appropriate categories for your merge documents, you can add your merge documents to those categories. One of the main functions in setting up a merge document is the creation of the MS Word merge document template. Setting up a merge document template is beyond the scope of the SchoolPRO documentation. More information on mail merges template creation can be found on the Microsoft Website. Fortunately SchoolPRO does most of the technical work for you.

How to add a merge document

1. Click on the Create a New Merge Document... button. This will open the merge document wizard.
2. There are five tabs to work through in this wizard :
   1. Before you start : Select the Document option from What type of merge do you which to create:
      Select I use Microsoft Word as my Word Processor if that is the case
   2. Step 1 : This tab lets you specify the category that the merge document will be placed into. Remember that the category determines what data will be retrieved from SchoolPRO. If this is the first time you have created a merge document in the chosen category, you should also tick the Create the data Source checkbox.
   3. Step 2 : Here you can give your new merge document a name and a description.
   4. Step 3 : This step lets you tell SchoolPRO whether or not you have a MS Word document already configured. If you don't, SchoolPRO can create one for you. If you require SchoolPRO to create the merge document, you will have to provide the name and location of the file to be created.
   5. Finish : The last tab lets you create the merge document. Simple click Create the Merge Document Now.
3. SchoolPRO will now create the data file using the query that the Merge Category is based on.
4. MS Word will be opened and the data file that was created will be set up as the data source for the new merge document template in Word.
5. You will see some instructions in the Word document. Read through these instructions and then replace them with the information you require in you merge document. Add appropriate merge fields.
6. Save the document and close MS Word.
7. Click Done to return to the Main Menu.