The mail merge wizard is normally used to add personal details such names and addresses to otherwise standard letters.
1. | Click New control file and select Intelligent Document Format (IDF) from the EscapeE File menu. |
2. | Choose Mail merge then click OK. |
3. | Enter, or Browse to select, the CSV file containing the addresses to be used. |
5. | The tabbed notebook will be showing Page1: enter, or Browse to select, the name of the letter file and page in that file containing the text for page 1. |
6. | Select a field name from the drop-down list of fields found in the letter file. This specifies the starting point for the text/data to be merged. |
7. | Type in any text to be added to the page at this point; use the 'Font...' dialogue to set up the font. (The character indicates a place where the Text editor has wrapped the text to fit the window.) Data from the CSV file may be inserted into the text by selecting the data-field name from the box alongside. A data-field name is shown in upper case, enclosed by braces, e.g. {TOWN}. |
8. | If another page is required for the letter, select the New page tab then repeat steps 6 and 7. |
9. | Click OK.
The IDF wizard opens showing the mail-merged letter's parameters ready set up. You may use this letter directly (go to next step), or edit it further using the IDF editor: Creating and editing other documents. |
10. | Click Save to display the standard 'Save' dialogue. Name the file then click the Save button.
The IDF file is created and displayed in EscapeE. |