Greetings.
I want to make some Word documents, but I don’t know how. I’m looking for some help please.
I’ve used Mail Merge in the past to write a single letter as a form letter and use the mail merge function to switch up the names and addresses and sometimes to fill in variable text within the body of the letter itself. So, at one point, I was fairly familiar with Mail Merge. Now, perhaps 10 years later, I’ve forgotten how to do all that stuff, but I recall the basic concept behind it.
What I’d like to accomplish now is to have 6 separate Word files with a single form document in each Word file. Each form will have variables in it, such as the names of different clients. I would like each of the 6 Word files to access a single client database.
So, when I want to generate one of the 6 forms in Word, all I need to do is open the correct Word file, select the proper client data, and print. At some other point later, I may want to generate a different one of the 6 forms, but I want to use the same database to fill in the variables for me.
This reminds me of the Mail Merge letter I did 10 years ago, but this time, instead of 1 letter accessing a single database to fill in the variables, I have a single client database serving multiple Word files to be generated as needed. Each of the 6 Word forms serves a different function, but the variables among all 6 forms are pretty much the same.
Is this a simple thing to do? Thanks!