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Applies to Form: Merge Document Summary
The Mail Merge feature of SchoolPRO allows you to create custom MS Word mail merge documents. The data that is exported through a mail merge is determined by built-in SchoolPRO queries and through the use of user-defined Stored Queries. You can set up as many merge documents as you like. The merge documents are sorted into categories and can be grouped by the module that they are used in.
Each category is based on a single built-in query of stored query. This means that each merge document that is added to a category will use the query associated with that category. You also have to specify the output file for the category. This is the file that will store the data before it is merged with the word document. For the Merge Document itself, SchoolPRO needs to know the name and location of the MS Word file you have set up. You can also specify how the data is ordered in the final merged output file.
All merges can be performed directly from the Merge Documents Summary form. However some merges rely on settings made on forms within the module it was designed for. For example, the 'Enrolment Enquiry Letter' is based on the enquiries that have been selected in the Enrolment Enquiry form. Running this merge document from the Merge Document Summary form may not give you the results you are after.
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