Mail Merge MS Word 2010 Creating a Fax coversheet

[Abby64]

I am trying to create a fax coversheet and cannot use the MS Word template. The data is coming from another program called ATO, but I have replicated that data in an excel spreadsheet.



The fax coversheet must have the recipients listed before the sender information. The recipients name, phone, fax and company information is set up in a table and each recipients information is in a separate row.

My problem is:
The SENDER information does not fill in. If I have 6 recipient rows and 6 recipients then the sender information does fill in. If I remove 1 recipient the sender information does not fill in. WHY?

I cannot use fill-in or Ask codes, nor can I use hidden text with ref codes because ATO does not allow them. HELP?????

I have attached sample documents.
Fax Form.docx

Fax Merge Data.xlsx

Image of my problem.jpg

[macropod]

To do what you're after, you need additional field coding to test whether the relevant 'from' data have been captured. The attached revision to your document has that field coding in your 'name' column.

[Abby64]

Can you explain the "SET" code to me?

I will test this with ATO. Thank you.

[macropod]

The SET field creates a bookmark. The output is then populated via a cross-reference to that bookmark. If your Excel records have the 'from', 'contact' & 'phone' details on every row, you could probably forego the additional field coding after the first row in the 'name' column.