Import a Merge Document

Use the

Import icon from the Letter Library toolbar to import an individual Ortho2 merge document, a merge document that another ViewPoint user has shared with your, or a letter that was not created from within the mail merge integration into your Letter Library database.

The ViewPoint 11 (and greater) mail merge feature requires at least Word 2007.

Open Letter Library You can open this feature in multiple ways: Use the method that's most convenient for you.

Launch Import Tool Click Import from the Letter Library toolbar.

Choose Document to Import If needed, navigate to the folder where the document is located. Select the file you want to import, and click Open. (You can import only one document at a time in this manner: You can, however, use Data Tool (101) - Import Merge Documents to batch-import documents.)

Enter Document Properties Enter a unique description for your merge document, and choose the appropriate document properties.

Add Document When you have finished entering the document details, click Add to complete the import process, or click Cancel to exit without importing the document.

More Information

Batch Import Standard Mail Merge Documents - Run Data Tool (101) - Import Merge Documents to import one or more standard Ortho2 merge documents into your Letter Library database. See "Import Standard Mail Merge Documents" for details.

Import & Replace Merge Document - To replace an existing merge document with a different document, click the Import button at the bottom of the document's Properties window, then navigate to the document you want to import. Your original document will be overwritten by the newly imported document. See "Letter Library" for details.