Add an Existing Merge Document template

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

NOTE: In order for the downloaded templates (www.schoolpro.com.au/forum/topic.asp?TOPIC_ID=115) to work straight out of the box (so to speak) you need to use a merge category with the MD_Address Details-Students query or the MD_Address Details. There is usually a default Correspondence (Mailing Labels, Form Letters etc) category setup in SchoolPRO that uses this query. For more information on setting up Merge Categories go here: Merge Document Categories.

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 label 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, click Next >
   2. Step 1 : This tab lets you specify the category that the merge document will be placed into (See Note above). Remember that the category determines what data will be retrieved from SchoolPRO. You should also tick the Create the data Source checkbox (if available). Click Next >
   3. Step 2 : Here you can give your new merge document a name and a description. eg. Avery DL30 labels. Click Next >
   4. Step 3 : Select Yes and click to browse for the label template you downloaded from the SchoolPRO forum eg. Avery DL30.doc. Click Next >
   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 may now format the template how you want it. We have added a macro to the template files that enables you to just change the top left hand label and have those changes reflected in all the other labels. Run the UpdateAllLabels macro

   This assumes that the label document you are using is based on the one supplied by SchoolPRO.

   1. Open the label template you want to edit
   2. Change the top left label to the way you want the labels to look
   3. Press Alt+F8 on your keyboard
   4. Select the UpdateAllLabels macro
   5. Click Run
6. Save the document and close MS Word.
7. The new merge document should now appear in the merge document lists in the Category you specified. Select it, then select the entities you wish to include in the merge then push the do merge button. (See Merge Documents - Performing a Merge for more information)
8. Click Done to return to the Main Menu.