Instructions for Mail-Merge with
(the procedure might be different if you have
a different version)
1) Create a merge file using mailing label
feature [6,1 from the Main Menu]. Choose any
combination of criteria such as Zip Code,
Customer Type, etc. At the very least it is
useful to restrict the Zip Code range to
01000->99999 to ignore those customers with no
zip code. Choose Start and be sure to select
the option to create the "\MERGE1.JS" file
instead of choosing 1,3 or 4-across labels.
2) Open Microsoft Word 97
3) Choose Tools, Mail Merge
In the pop-up window there are three steps to
A) Main Document
Choose Create, Form Letters, Active Window.
The Data Source button will become active.
B) Data Source
Click Get Data and drag down to Open Data
Source. When prompted for a file name, type
C:\MERGE1.JS in the File Name entry field and
click Open. A dialogue box will appear. Select
Edit Main Document.
A blank document page will appear. Begin typing the
form letter. Anywhere information from the merge
file is to appear click the Insert Merge Field
button (to the top and left of the document) and
drag down the list to the appropriate field name;
the field name will appear in the document with
brackets around it. Remember, itþs a good idea to
save your work periodically. When you are finished:
C) Merge the data with the document
Begin merging by clicking the third icon from
the right of the Merge Task Bar. The icon is a
piece of paper with and arrow pointing right
and three periods. Its to the right of the
icon with the paper, arrow and printer and to
the left of the binocular icon.
You should repeat these steps each time you
want to do a mailing.