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5.
Click on a field (i.e., FirstName in the above example.) The field will be inserted
into your document and look like this:
<<FirstName>>
6.
Repeat until done.
7.
Preview results. You can use the << >> button on the toolbar to preview the
merged data. It will replace all merge fields with the data from the records.
The following is a sample template letter with field codes inserted.
Captaris
855 Jarvis Drive, Suite 100
Morgan Hill, CA 95037
(408) 852-8000
<<FirstName>><<LastName>>
<<CompanyName>>
<<Address>>
<<City>>, <<StateOrProvince>> <<PostalCode>>
Dear <<FirstName>>,
Thank you for your interest in Captaris's products.
Yours truly,
Walt Whitman
Faxing the Merged Documents
When you start the process of faxing, you will first be asked to map data source names to
FaxPress names. When you have finished the mapping, faxing will start automatically. To
fax your merged document, follow these steps:
1.
Select Tools>FaxPress Mail
2.
Open the document that you have prepared for mail merging with the attached a
data source and embedded data source fields.
3.
From the Word Tools menu, select the FaxPress Mail Merge menu item.
FaxPress will first check for the presence of your data source and required program
files. If needed elements cannot be found, then the process will exit.
4.
Word will prompt you to save your document, if it needs saving, and then minimize
itself. The FaxPress Fields Map will then be displayed.
FaxPress User Guide
User Guide > Using FaxMerge with Microsoft Word/Office 97
Merge.
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