From the course: Word: Mail Merge in Depth
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Open a mail merge primary document
From the course: Word: Mail Merge in Depth
Open a mail merge primary document
- [Instructor] When you convert a Word document to a primary merge document, then the connection to the header record of the data source is part of that Word document. Notice that when I'm opening this primary document called Error Letter, it's looking for its data. It says data from your database will be placed in the document, do you want to continue and I'm going to say yes. Now it wants me to find that document, fortunately I know where that document is because error letter actually uses catalog requests as its data source. So I'm going to open it, it's an older document with some errors in it and here it is. What happens if I can't find that document? Let's try this again. If I open error letter again and it wants to find the data and I say do you want to continue. I can say no and it opens up the document but if I go to Mailings, Start Mail Merge, note this is a normal Word document it's no longer a Mail Merge document.…
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Contents
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Match fields from the data source3m 56s
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Insert address blocks, greeting lines, and merge fields4m 51s
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Simulate the merge2m 47s
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Complete the merge4m 4s
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Open a mail merge primary document2m 29s
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Troubleshoot mail merge5m 23s
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Fix numeric formatting in the data source3m
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Apply numeric formats in Word4m 24s
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Apply date formats in Word1m 23s
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