Word Document from Open Contact Record

[Douglas M]

I am trying to use Action / New Letter to Contacts from the Open Contact
Window.
Is there a way to select my own form instead of the New Blank document or
the standard wizard choices?

Thanks

PS - I know that I can mail merge from within Word and use my Outlook
Contacts as a data source, but I want to open my Contact and work in that
direction.

 

[Russ Valentine [MVP-Outlook]]

For your custom letter template to appear in the list of Page Designs in the
Microsoft Word Letter Wizard, the letter templates you create must be saved
in the "Letters & Faxes folder Word 97) or the Templates\1033 folder (Word
2000 or 2002). The word "Letter" must be in the file name. Details here:
http://support.microsoft.com/support/kb/articles/q181/2/73.asp
http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186


Once you have set up your Custom Template(s) you should see it as a choice
when you use the New Letter to Contact option in Outlook.

You cannot load boilerplate text in the body of the letter template. You
must create AutoText entries for the boilerplate. The easiest
thing to do would be to create one template and load the text for each
letter under its own style -- see KB article Q170342 (WD97) or Q207925
(OL2000).

Take a look here for some other ways to merge Contact data to a new letter
to a Contact:
http://www.slipstick.com/contacts/startletter.htm