Creating Labels or Form Letters Using Microsoft Word
Although you can create labels using the Label Wizard or Advanced Report Designer, you can also use the Mail Merge features of Microsoft Word. Here's a step-by-step guide to doing that. These instructions assume you're using Microsoft Word 2007; if you have another version, the exact steps may vary somewhat.
Create a report containing the fields you'd like to include in the labels, such as Company, Name, Address 1, Address 2, Address 3, City, Region, and Postal Code.
Output the report to an Excel file by going to the Output page in the Reports Explorer, choosing File for the Output to option, clicking the File button, choosing Microsoft Excel - Data Only (*.xls) in the Save as type option, entering the name of the file to create, and clicking Save. Click the Process button to create the file.
Start Microsoft Word. From the Mailing tab of the ribbon, click Select Recipients and choose Use Existing List from the menu. In the Select Data Source dialog, select the directory where you told Stonefield Query to create the Excel file and select the file. Click Open.
In the Select Table dialog, click OK.
Click Address Block and set the options as desired. If the Preview section of the dialog doesn't appear correctly, click Match Fields and ensure that the address block fields are matched to the fields in the Excel file. When the address block is set up correctly, click OK.
Type the rest of the document as necessary.
When you're ready to perform the mail merge, click the Start Mail Merge button in the ribbon, then choose Step by Step Mail Merge Wizard from the menu and follow the steps in the Wizard.
