Mail Merge - Corel WordPerfect®

Mail Merge - Corel WordPerfect®

WordPerfect is a registered trademark of Corel Corporation.

To merge information from the Fulton Software Union Membership System into Corel WordPerfect®, here is the general procedure that you follow:

Export Information from FSUMS as described in Mail Merge – General
Create the Data File
Create the Form File
Merge the Data

Create the Data File

Here’s how to create the data file, which contains a copy of the file exported from FSUMS.

Open Word Perfect
Create a new document
Click Insert, Database, Create Link
Pick ODBC (SQL) for Data type
Pick Merge Data File for Link As
Enter SELECT * FROM MM (if you previously exported members) or SELECT * FROM EM (if you previously exported employers) as the SQL Statement
Whenever asked, enter C:\FSUMS4\FSWRKxxx.MDB as the database name, where xxx is the userid you use to sign on to Windows
Verify that MS Access 2000 Database is the Data Source

Save the document, and write down its name.

Form File Creation

Here’s how to create the form file.

Open Word Perfect
Create a new documentM
Click Tools, Merge, Create Document, and give the data source as the name of the data file document that you created in the previous step
Insert some data fields as required
Save the document

Merge Data

Here’s how you merge the information from the data file document with the form file document to produce your merged document.

Start Corel Word Perfect

Update the Word Perfect data file, if you’ve exported data from FSUMS since you updated the data file document:

Open the data file document

Click Insert, Database, Update, then enter C:\FSUMS4\FSWRKxxx.MDB as the database name, where xxx is the userid you use to sign on to Windows

Save and close this file

Open the form file that you created above.

Click on the Merge button to generate the final output file with the data merged into the form file. Be careful not to save this output file back as your form file.