Merge Data with a Template

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Use this procedure to apply a template to use with your selected record set.

Use one of the following methods to merge data with a template:

 

To merge data with a template to print and mail

  1. Perform one of the following:

  • In any window that has the Office feature available, click the Office Merge button.

  • In a report or listing window, in the Printer/Output field, select Office Merge and click Print.

Note In report windows, if the report setting selected is already set up to use a specific template, the Office Template Manager does not appear. For more information on report settings, see Save As Report Setting.

  1. In the Office Template Manager window:

  1. Click Edit Data to edit the data in Microsoft Excel before applying a template.

  2. In the list box, select the template to apply to the report. For more information, see Office Template Manager – Fields.

  3. Click the Edit Template button to edit the template before applying it to the report. The template appears in either Microsoft Word or Excel, depending on the file format. For more information on editing templates, see Edit a Template for Office Merge.

  4. Click Merge to apply the template.

The report opens in either Word or Excel, depending on the file format of the template.

To merge data with a template to e-mail

  1. In Microsoft Word, create an e-mail template using the Mail Merge Wizard, and add the template to Office Template Manager. For more information, see Add a Template to Office Template Manager.

  2. Perform one of the following:

  • In any window that has the Office feature available, click the Office Merge button.

  • In a report or listing window, in the Printer/Output field, select Office Merge and click Print.

Note In report windows, if the report setting selected is already set up to use a specific template, the Office Template Manager does not appear. For more information on report settings, see Save As Report Setting.

  1. In the Office Template Manager window:

  1. Click Edit Data to edit the data in Microsoft Excel before applying a template.

  2. In the list box, select the e-mail template to apply to the report. The e-mail template must be in Word format. For more information, see Office Template Manager – Fields.

  3. Click the Edit Template button to edit the template before applying it to the report. The template appears in either Word or Excel, depending on the file format. For more information on editing templates, see Edit a Template for Office Merge.

  4. Click Merge to apply the template.

The report opens in either Word or Excel, depending on the file format of the template.