Requirements

• Microsoft Word 2007
• Basic word processing skills

Objectives

• To be able to create a Template Document
• To be able to create a Merge Field
• To be able to incorporate the document into the WordFusion Library

Purpose of

The Template Document is a normal word document that can be reused many times without further adjustment to the original document.

For example: If you wish to write a letter to overdue Debtors and you want to personalise this to each Debtor. Document Automation is the perfect solution.

Guide

1. In Word 2007 create a standard document (letter)

   

2. Place cursor in the document where the Merge Field is to be inserted
3. From the Ribbon Bar (Toolbar) click the Insert Tab

   

4. From the Insert Tab click Quick Parts

   

5. Then choose Field

   

6. A pop up will appear. Use the scroll bar choose Merge Field

   

7. When Merge Field has been chosen a second option Field Properties will appear enter "Address" in the Field Name

   

8. Press Enter or OK

   The document will now show the inserted Field

   

9. Repeat Steps 2-8 to insert "Name", "Account_Balance" and "Account_Due_Date" (making sure that you enter an underscore between words)

   

10. Document is now ready to be saved

    From the Ribbon Bar (Toolbar) click the Save As then Word Template

    

11. A pop up will appear. Choose C Drive, Program Files, Zumesoft then Open

    

12. Then choose WordFusion, Samples, Business type "Overdue Account Template" under File Name

    Press Open

    

13. Press Save

    

This document is now saved to the WordFusion Library