Alternative Approach

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Alternative Approach:

  The above discussion took advantage of the Wizards that Word provides. A more direct approach exists, of which you will want to take advantage once you are familiar with the basic processes.

Word 2000-2003:

   If the Mail Merge toolbar is not already showing, right click in the 'grey' area of the toolbar section of the Word screen. This will display a list of all available toolbars. Click "Mail Merge".)

   Press the buttons in the order shown below and follow the instructions next to the corresponding entry:

databasetoolbar1

 

1. Click button 1 and select "Normal Word Document" from the menu that displays.

2. Click button 2 and then navigate to and select the data source you wish to assign to this document. Note: Some data sources can automatically be linked. Others need to be registered before they are usable. Pathagoras assumes that all data sources have been properly registered.

3. Optional: If you wish to peruse the database and see what is inside, click this button. This way you can be assured that you selected the right database and that the link was made.

4. Once the data source has been selected (step 2), you are done. Ignore the remaining buttons for now. Remember, we are creating a bridge template, not a complete document.

5.  Save this document AS A TEMPLATE to any folder of your choosing. If you click the Save (or SaveAs) button and select the File Type as Template, Word will automatically switch the save to folder to your default Templates folder. That is a perfectly fine location, but any other location is acceptable as well. Just put it where you can later find it.

Now we want to register this template, and the information it contains, into the Database Settings screen. Keep the template you just created on the screen for now.

 

Word 2007:

   If the Mail Merge toolbar is not currently 'front and center,' click the Mailing tab.  Press the buttons in the order shown below and follow the instructions next to the corresponding entry:

databasetoolbar1_07

1. Click button 1 and then button 2. Navigate to and select the data source you wish to assign to this document. Note: Some data sources can automatically be linked. Others need to be registered before they are usable. Pathagoras assumes that all data sources have been properly registered.

2. Once the data source has been selected, you are done. Save this document AS A TEMPLATE to any folder of your choosing. If you click the Save (or SaveAs) button and select the File Type as Template, Word will automatically switch the save to folder to your default Templates folder. That is a perfectly fine location, but any other location is acceptable as well. Just put it where you can later find it.

Now we want to register this template, and the information it contains, into the Database Settings screen. Keep the template you just created on the screen for now, and proceed to 'Register the Template.'