FAQ - How Do I
Question
Mail merge a document using AvaPA?
Answer
One very useful feature within AvaPA is the ability to
mail merge a document with users in your AvaPA database.
This how-to is meant as a simple guide to get you started, these
are the steps you need to follow and below are the details of each
step:
- Setup a template using MS Word
- Select the users to whom you wish to send the mail merged
letter
- Import the new template
- Match your merge fields with those in AvaPA
- Merge the document
Setup a template using MS Word
- Open Microsoft Word
- Follow the Instructions forCreating a new template on the Microsoft
Website
- Add a bookmarks for each item you wish to mail merge:
E.g. type FIRSTNAME in your document
Select this word and click the keyboard short cut: ALT + I +
K

Using the Bookmarks dialog either select the FIRSTNAME bookmark or
add it as a new item, this word will then appear with Square
Brackets [ ] around it. If they do not appear, go to Tools -
Options and turn on Bookmarks, or in Office 2007 - Word Options -
Advanced - Show Document Content

Select the users to whom you wish to send the mail merged
letter
- Select users to mail merge
- Then select File - Print - Mail Shot

- Click the Add New Template button shown in the next screen shot
and find your template
Match your merge fields with those in AvaPA
- Once you have loaded your template you then need to ensure your
Bookmarks are mapped across to the fields in AvaPA, select your
bookmark on the left and then select the associated field in AvaPA
on the right.

Merge the document
- Finally, click print or print preview to mail merge the
document, it's that simple!
This FAQ was last updated on 02 November 2009