Click
for a demonstration
First create the document in Microsoft Word entering the paragraphing you want. You can start the document, enter some of your wording then save it, and close Word. Remember to save it in the same folder you pointed to in QuikCheK setup. Preferably C:\Quikchek\Letters
How to Mail Merge
From the Member Screen, on the file menu at the top of the screen
1. Click Member - Mailmerge
2. Click OK.
3. Select the document you want to open, then click Open.
How to add merge fields to your Word document
From the Member Screen, on the file menu at the top of the screen
1. Click Member - Mailmerge
2. Select Option 1....Just link the data...Click OK.
3. Select the document you want to open, then click Open.
You will see the Mail Merge Toolbar at the top of the screen. There will be a drop down menu for Insert Merge Field. To place each field in the document, click your mouse where you want the merge field to be shown, then click the Insert Merge Field drop down, and select the field you wish to insert into the document.
Example:
Click your mouse where you would like the First Name to appear in the document.
Click the Insert Merge Field button ...top left.....and select the Firstname field from the list
The name will appear as <<Firstname>>
Once you click the ABC button on the mailmerge toolbar all mailmerge fields will be replaced by the member info you sent over from QuikCheK. You can now add more paragraphing to complete your document. Then save the document when you are finished. Always save your document while viewing the merge field names in brackets(<<Address1>>), do not Save while viewing the actual member names. You will lose all merge info!
Once you have saved the document, you will be able to use it again in the future
without making any changes to it. If this letter is a form letter to be used
again and again, the next time you run the mail merge you can leave the selection
box on the default selection. (see How to mail merge at the top of this screen)
In this case you do not need to save the document when you're done, you're original
mail merge document is safely residing in the C:\Quikchek\letters folder. This
was just a copy of it.
Once you select OK, open the existing Word document. Word will open a copy of the original document. The data will be merged instantly, and the merge fields will disappear. You are now ready to print.