Import Standard Mail Merge Documents

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

Run Data Tool (101) - Import Merge Documents to import one or more standard Ortho2 merge documents into your Letter Library database. For example, you might import all general documents when you first begin to use mail merge, or import only the HR documents when you add the Human Resources module to your ViewPoint system.

Confirm Your Action After selecting the documents to import, click Ok to complete the importing process. (Or, click Cancel to exit Data Tools without making any changes.)

If you have one or more existing merge letters with the same filenames as documents being imported, you have the opportunity to respond "Yes" to replace your existing documents with the imported documents, "No" to import the new documents with a number following the filenames, or "Cancel" to ignore your action and not import any documents. Note that your response will affect ALL duplicate documents in this batch.

More Information

Data Tools Details - See "Use Data Tools" for details about running any data tool.

Import Single Merge Documents - Instead of using Data Tool (101 ) - Import Merge Documents to import a single merge document, you can use the

Import icon from the Letter Library toolbar. See "Import a Merge Document" for details.

Import & Replace Merge Document - Instead of using Data Tool (101 ) - Import Merge Documents to replace the contents of an existing Letter Library document, you can use the Import button at the bottom of a document's Properties window. See "Letter Library" for details.