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Creating a Merge Letter for a Single Record

Article ID: 629
Last updated: 11 Mar, 2010

Creating a Merge Letter for a Single Record

Step-by-Step...
1.  Open the Master Record for the person you want to send a letter to or
create a Current Selection of only that person.
2.  From the Main Menu Bar, select Word Processing > Mail Merge.
 
3.  Select the desired document and click Open. The Process Document
screen is displayed.

4.  Select the action you want to perform by clicking the Action drop-down
list and choosing an item. The definition of each item in the Action list is
as follows:
 
•  Edit Letter: Opens the letter for editing.
 
•  Merge Letter (Recommended): Merges the letter but does not
print immediately. You may then print or save the letter as you
choose.
 
•  Merge Letter To Printer: Merges and prints the document
without displaying it on screen.
 
•  Merge Letter to Electronic Mail: Merges to e-mail. Type the
subject line for the e-mail in the field provided. The information
can be merged as text or as an attachment by checking or un-
checking the Send as attachment checkbox. We recommend not
checking the Send as Attachment box as some recipients may not
be able to open or download attachments.
 
 
5.  Click OK.
 
6.  The program scans the document to determine which Merge Codes it uses.
An Invalid Merge Field screen will appear if there are invalid Merge
Codes in the document.

The box at the top of the screen displays the invalid Merge Code. The
drop-down menu at the bottom of the screen shows all the available Merge
Codes. Select the correct Merge Code from the drop-down box if it is
listed. The Remove Field button enables you to remove invalid merge
fields and continue with the merge. To cancel the merge and edit the mail
merge template, click Cancel. 
 
NOTE: In Corel WordPerfect 8, the Merge Codes must not only be spelled correctly, but also
must be in WordPerfect’s dictionary. Any Merge Code that is marked as misspelled must be
added to the dictionary before merging.

Creating Merge Letters for Records in the Current Selection

Step-by-Step...
1.  Create a Current Selection of those to whom you want to send the letter.
 
2.  Unique the Current Selection by Household if your data is householded.
From the Main Menu Bar, select Records > Current Selection >
Household > Unique.
 
3.  Sort the current Selection if desired. From the Main Menu Bar, select
Records > Current Selection > Sort.
 
4.  Close all records.
 
5.  From the Main Menu Bar, select Word Processing > Mail Merge.
 
6.  Select the desired document and choose Open.

7.  All of the Merge Codes that are included in the document are indicated
with a check mark. Check the list to be sure that all of the Merge Codes
are present. If not, edit the document.
 
8.  Any Merge Codes that exist in the selected document should be checked.
If they are not, choose Cancel and edit your document (using the word
processor) to ensure correct Merge Code spellings. Certain situations can
cause correctly spelled Merge Codes not to be checked (for example, if a
Merge Code in a table that is too small to display the code without
wrapping). In this case, place a check in the check box and the merge will
use the information.
 
9.  If all of the Merge Codes are present, click OK.

10. Check the Starting and Ending Record fields for accuracy. Click OK.
 
11. Select the Action you want to perform by clicking the Action drop-down
list and choosing an item.
 
12. The definition of each item in the Action list is as follows:
 
•   Edit Letter: Opens the letter for editing.
 
•   Merge Letter (Recommended): Merges the letter but does not
print immediately. You may then print or save the letter as you
choose.
 
•   Merge Letter To Printer: Merges and prints the document
without displaying it on screen.
 
•   Merge Letter to Electronic Mail: Merges to e-mail. Type the
subject line for the e-mail in the field provided. The information
can be merged as text or as an attachment by checking or un-
checking the Send as Attachment checkbox. We recommend not
checking the Send as Attachment box because some recipients
may not be able to open or download attachments.
 
13. Click OK. An Invalid Merge Field screen will appear if there are invalid
Merge Codes in the document.

The box at the top of the screen displays the invalid Merge Code. The
drop-down menu at the bottom of the screen shows all the available Merge
Codes. Select the correct Merge Code from the drop-down box if it is
listed. The Remove Field button enables you to remove invalid merge
fields and continue with the merge. To cancel the merge and edit the mail
merge template, click Cancel. 
 
NOTE: In Corel WordPerfect 8, the Merge Codes must not only be spelled correctly, but also
must be in WordPerfect’s dictionary. Any Merge Code that is marked as misspelled must be
added to the dictionary before merging.

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Article ID: 629
Last updated: 11 Mar, 2010
Revision: 1
Views: 423
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Creating a Mail Merge document       Letter Batches -Single and Multiple Letter Batches