Mail Merge Documents - Microsoft Word 2000

Creating a mail merge letter

1. Open Microsoft Word
2. Select Mail Merge... from the Tools menu
3. Under 1, Main document click Create
4. Select Form Letters...
5. You will receive the following warning "To create the form letters, you can use the active document window ... or a new document window" select New Main Document
6. Under 2, Data Source click Get Data
7. Select Open Data Source
8. From the look in box pick My Computer
9. Double click Local Disk (C:)
10. Double click Program Files
11. Double click RoundPro
12. Double click Data
13. Select MS Access Databases (*.mdb;*.mde) from the Files of type list at the bottom of the screen
14. Select RoundPro from the list of file
15. Click Open
16. A list of tables will be displayed, if you want to send the letter to the customer billing address select tblAccount, if you want to send the letter to the customers work address select tblAccountSite
17. You will receive the following warning "Word found no merge fields in your main document. Choose the Edit Main Document button to insert merge fields into your main document." Click Edit Main Document
18. Place the cursor at the point where you want to insert the customers address and select Insert Merge Field from the menu bar and pick Name
19. Repeat the pervious step form Address 1-5 and postcode
20. If you wish to create a template document (which can be used again) save the document now
21. Select Merge from the Mail Merge menu
22. Select Merge to: New document
23. Select Records to be merged - All
24. Select When merging records - Don't print blank lines when data fields are empty.
25. Select Merge
26. Word will create a document which contains a letter to each of your customers, the customer will appear in the order in which they where entered into RoundPro.
27. Select Print from the file menu to print the documents.

1. Open Microsoft Word
2. Select Mail Merge... from the Tools menu
3. Under 1, Main document click Create
4. Select Mailing Labels...
5. You will receive the following warning "To create the form letters, you can use the active document window ... or a new document window" select New Main Document
6. Under 2, Data Source click Get Data
7. Select Open Data Source
8. From the look in box pick My Computer
9. Double click Local Disk (C:)
10. Double click Program Files
11. Double click RoundPro
12. Double click Data
13. Select MS Access Databases (*.mdb;*.mde) from the Files of type list at the bottom of the screen
14. Select RoundPro from the list of files
15. Click Open
16. A list of tables will be displayed, if you want to send the letter to the customer billing address select tblAccount, if you want to send the letter to the customers work address select tblAccountSite
17. You will receive the following warning "Word needs to set up your main document. Choose the Set Up Main Document button to finish setting up your main document", Click Set Up Main Document
18. Select the label format you want to use from the list of labels
19. Click OK
20. You will see the Create Labels window
21. Click on the Insert Merge Field button and pick Name
22. Repeat the above step form Address 1-5 and postcode
23. When you have created your label click OK
24. If you wish to create a template document (which can be used again) click close and save the document now
25. Under 3, Merge the data with the document click Merge...
26. Select Merge to: New document
27. Select Records to be merged - All
28. Select When merging records - Don't print blank lines when data fields are empty.
29. Word will create a document which contains a label for each of your customers, the customer will appear in the order in which they where entered into RoundPro.
30. Select Print from the file menu to print the documents.

Creating mail merge envelopes

1. Select Mail Merge... from the Tools menu
2. Under 1, Main document click Create
3. Select Envelopes...
4. You will receive the following warning "To create the form letters, you can use the active document window ... or a new document window" select New Main Document
5. Under 2, Data Source click Get Data
6. Select Open Data Source
7. From the look in box pick My Computer
8. Double click Local Disk (C:)
9. Double click Program Files
10. Double click RoundPro
11. Double click Data
12. Select MS Access Databases (*.mdb;*.mde) from the Files of type list at the bottom of the screen
13. Select RoundPro from the list of file
14. Click Open
15. A list of tables will be displayed, if you want to send the letter to the customer billing address select tblAccount, if you want to send the letter to the customers work address select tblAccountSite
16. You will receive the following warning "Word needs to set up your main document. Choose the Set Up Main Document button to finish setting up your main document", Click Set Up Main Document
17. Select the envelope format you want to use from the list of envelopes
18. Click OK
19. You will see the Create Envelope window
20. Click on the Insert Merge Field button and pick Name
21. Repeat the above step form Address 1-5 and postcode
22. When you have created your envelope click OK
23. If you wish to create a template document (which can be used again) click close and save the document now
24. Under 3, Merge the data with the document click Merge...
25. Select Merge to: New document
26. Select Records to be merged - All
27. Select When merging records - Don't print blank lines when data fields are empty.
28. Word will create a document which contains a label for each of your customers, the customer will appear in the order in which they where entered into RoundPro.
29. Select Print from the file menu to print the documents.

Merging a saved template

1. Open the Microsoft Word
2. Open the saved document
3. Click Merge from the Mail Merge Menu
4. Print the document

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