This editor is actually editing HTML files, like those that are used for web pages. When you are editing the merged documents, those controls for inserting fields are not there. When you are editing the original template letter and receipt files with the codes for the various merge-able fields in them, there is a drop-down list of those fields, and an Insert button that inserts them into the document at the current cursor position. It is pretty much WYSIWYG (What You See Is What You Get), with standard menu and toolbar options for editing. It is used both for editing the template letter and receipt files used for mail merging and for viewing, optionally editing and printing completed mail merges. This is just difficult because the previous rate history isn't static, it differs for each record.Starting in version 3.10 of DONATION, there is a new internal editor used for viewing and editing mail merge letters and receipts.
TABULAR STRUCTURE THAT MAIL MERGE REQUIRES HOW TO
If that isn't possible or there is a better option, then my question is how to produce 50+ new documents with the same unique rate history as their past versions, but one line added and new data.Īs I said, the rest of the mail merge works fine and all the values come in as desired. So my first question was whether I could have an entire formatted table in one cell, using html or something else. Rate History_ Rate Reason_ New Rate Table The solution I originally attempted was to add columns to the excel file I need to have a way to "Add a line" to the unique rate history table for each state/form. If there is a way to do some sort of dynamic data linking, so that each document, the links will be shifted down one row, and they can all be switched to a new excel sheet when needed, then I'm interested, but I was under the impression that you need mail merge to do that.Įverything in my documents works and merges correctly except for one section:Ģ012 4% A line needs to be added here for 2014 <.
TABULAR STRUCTURE THAT MAIL MERGE REQUIRES UPDATE
It seems like if I set up the documents to have data linking, I would have to make copies of them all, and manually update all the links. I also need to keep old versions of the documents for records and make new versions each time we file. If I did data linking, I think they would all be linked to the exact same excel data, instead of the data for the next state and form. My issue is that I need there to be 50+ copies of the documents, one for each State and Form. I tried pasting the table into the cell and pasting the html for the table, but I can't figure out how to insert a formatted table into word via mail merge. The issue I'm having is that I can't get the mail merge to do this. I could then insert the formatted table into the word document. Then each time, I would copy over the previous "final" table and change the added line to produce the new table. This has led me to think that what I need is to have a cell in excel that contains the formatted table, a cell with the new line, and a cell that joins the two. I'm under the impression that it's a one template-> multiple documents features, not n templates -> n documents. I've considered doing some sort of find and replace, but I don't think mail merge can take multiple existing documents as input. The issue is that each document has a semi-specific table that I need to add a line to. It seemed like a perfect situation for a mail merge. I am trying to create a number of documents that are largely identical with specific values inserted in the correct spots. I'm not sure if this should go in the excel or word subforums since it involves both.
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