Merge Fields, Word 2007 and later

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  In creating the bridge template, Pathagoras takes advantage of the automation features provided by Word's Mail Merge tools. To make the template, we simply 'pretend' to be creating a Mail Merge, and perform just the first 3 steps provided in the Mail Merge Wizard. (At the end of this page is an alternative -- and for some, easier -- approach to the same end.)

  Here are the steps:

1.Open a blank document. (Ultimately this document will be saved as a template, and can contain template features such as headers, footers, margins settings, style definitions, etc. But for now, let's just use a blank document.)
2.Click the "Mailings" tab. The click the Mail Merge button and then click "Step by Step Mail Merge Wizard."

Click to enlarge.

3.A "Mail Merge" panel at the right side of the screen will appear. Select Letters from the choices and then click the "Next: Starting Document" element. (Letters is the default, so you likely won't have to click it.

Click to enlarge.

This image reflects the 3 separate Mail Merge panels that will appear
after you select the Mail Merge function and
as you perform clicks 2 and 4 as shown in the image.

4.Select the Use the current document (the default selection) and then click "Next: Select recipients" (See middle panel above.)
5.Select Use an existing list and then click "Browse."
6.From the screen that next appears, 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.
7.Once the data source has been selected, you are done. While 3 more steps appear to be required (see the bottom of the third panel which reads "Step 3 of 6"), you need do no more. The connection is made.