Step by step - example how to create a document.
This example shows how to create a simple document template and process, for repeated use.
One document - a contract - for repeated use
You always need to have the database open with the form or datasheet you want to use the information from. (You should have already installed the Mail Merge Addin. If not see Installation and activation.)
1. Open the data source (table, query or form)
2. Select Mail Merge > New > Document...
This opens the mail merge wizard, with Document preselected.
2. Process
2.1 Give a name to the process. Here: Contract
2.2 Don't select <All Records>. In this example we will define a process that is intended primarily to create one document at a time. Don't pay attention to the other options, these are only relevant when you want to make more complex processes
2.3 Press Next button (->)
3. Template
3.1 In <Template> a proposal for the template name is given. We accept the default.
3.2 In <Based on> you can browse to an already existing template. We do - we already have the text of a contract, or there may already be a template that has the address merge fields in place.
3.3 Press Next button (->)
4. Press <Create template and process> button.
5. When the generation process is finished the Template Designer opens.
5.1
We drag and drop some mail merge fields, on the picture
[Company Name] is done, adding text, etcetera.
5.2. Close Template Designer
6. Run process to create document
From now on the saved mail merge process is visible from the Process Selection and can be started from there.
6.1 Press MailMerge > Open
Not quite satisfied? Further editing is possible via MailMerge > Open > Edit.
Processing more records
We choose one record. Using this contract for all records or a selection of the records is easy now, just select in the form/table the desired records.
Select the process, run and see the result.
Result:
