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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." |
| 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. |
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. |
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