Mail Merge - Microsoft Word® XP/2003

Word is a registered trademark of Microsoft Corporation.

To merge information from the Fulton Software Union Membership System into Microsoft Word® XP or Word® 2003, here is the general procedure that you follow.

• Export Information from FSUMS as described in Mail Merge – General
  
  
• Start Microsoft Word
  
  
• Create a new document
  
  
• Click on Tools, Letters and Mailings, Mail Merge Wizard
  
  
• Select the type of document (Letters, Envelopes, etc.). then click Next
  
  
• Click Next to use the current document as the starting document
  
  
• Click Browse to use an existing list of recipients
  
  
• Click New Source
  
  
• Click ODBC DSN, then click Next
  
  
• Click FSUMSDB, then click Next
  
  
• Click MM or EM (depending on whether you previously exported member or employer information), then click Next
  
  
• Click Finish
  
  
• Click Open
  
  
• Click the column headings to sort the list as you wish
  
  
• Click Ok
  
  
• Click on the document window
  
  
• Click on the Insert Merge Fields tool bar button (you can find the button by “hovering” the mouse over each of the buttons at the top of the Word form, and observing the “tool tip” for each button)
  
  
• Insert the fields that you wish to use, and include any other formatting that you want
  
  
• Click on the Mail Merge wizard window, and then click Next
  
  
• Review the merged information, click Previous if you need to revise it, or click Next to finish

There are many capabilities available to you by using the mail merge facility. For more information, please see the help files for Microsoft Word.