Merging data with a document

[jbrake46]

In a set of legal documents there is basic data, i.e. name, address, dob..
that is used in all. What is the best way to handle this? Can you set up a
merge document? Or is this something for Autotext, or is there a better way?

 

[CyberTaz]

If the data needs to be entered consistently as a complete body (such as an
address block in a letter), AutoText is probably the better way to go.

On the other hand, if the data goes in several different places and/or
pertains to various individuals, you might be better off to design forms
using merge fields. There are probably other approaches as well, but it is
difficult to say without knowing more.

HTH |:>)


On 3/23/05 2:51 PM, in article

In a set of legal documents there is basic data, i.e. name, address, dob..
that is used in all. What is the best way to handle this? Can you set up a
merge document? Or is this something for Autotext, or is there a better way?

-- (e-mail address removed)

 

[jbrake46]

If I go the way of merging, I know how to set up a form, but where?/how? do I
set up the data?

 

[Cindy M -WordMVP-]

Hi =?Utf-8?B?amJyYWtlNDY=?=,

If I go the way of merging, I know how to set up a form, but where?/how? do I
set up the data?

Depends on the version of Word you have, and how you might want to later work
with the data. Word can link up to a table in a Word document, as well as to
more data-centric applications, such as an Excel worksheet.

You should find a tutorial on how to use mail merge at word.mvps.org. And
there's always Word's help files, of course.

Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004)
http://www.word.mvps.org

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