Making a Data Table to Merge into Word Document

macropod · #4 01-02-2023, 07:48 PM

Quote:

Originally Posted by Meditating

The Case Management System (CMS) sends over the data over as a standard mail merge.

In that case, one assumes it's using a mailmerge main document, for which one would ordinarily get a mailmerge prompt upon opening and you'd see mergefields like «Name», «Address1» , «City», etc.

If so, all you need do is:
1. Make a copy of the mailmerge main document;
2. Replace all the content in the copy with the content you require from your assembled document; then
3. Insert the relevant mergefields wherever you want to data to appear.
From then on, it's just a matter of opening the document and mail-merging the records you're interested in.

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