A popular option is to use Afirst name, last instead of just because if Afirst is broken out, you can use it alone to make the letter more personal. It's important to map out how you want to break up the names and addresses into fields.
So, if you already have a data file, you can skip to the section on setting up the form file.Ĭreating a data file is just entering names and addresses. WordPerfect will pull data from Quattro Pro, Paradox, an address book, an ODBC source, or a WordPerfect data file. If you already have the names and addresses on your system, chances are you can use them in a merge. It's helpful to create the data file first. Each record contains individual fields, such as first name, last name, company, address, city, state, postal code/zip and email. In this case, each name and address is a separate record. The merge codes act as markers for the pieces of information that will be inserted from the data file.Ī data file is structured into records and field s. A form file is just like any other document, except that it contains merge codes. Typically, there is a form file, which is the letter, and a data file, which is the list of names and addresses. In WordPerfect, a merge is the combining of information from two different sources. As you work through these steps, remember that you can use these same concepts to create invoices, timesheets, price lists, employee directories, and much more.
#Create form fields in word perfect how to#
This tutorial explains how to set up a very basic mail merge that creates personalized letters and envelopes. The result? A stack of personalized letters with envelopes or labels, in just minutes. Create the data (or bring it in from another source) WordPerfect's merge feature is very powerful yet incredibly easy to use. With Merges, you'll save tons of time creating personalized holiday letters for your friends, family and clients. And just staying in touch is important too.
Harnessing the power of that information makes it possible to inform the right people about the right thing at the right time. Any business, large or small, will tell you that its most important asset is its client database. The methods we use to communicate will change, but the need to reach out to friends, family, clients, prospective customers, and associates will not.
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