Admin Manual - Mail Merge with Microsoft Word

From PikaDocs

If you have not set up ODBC on your computer according to the instructions in Installing an ODBC Connection, please do so before proceeding.

  1. Open Microsoft Word.
  2. Select Tools->Mail Merge from the menu.
  3. Select the type of document you want to create by clicking the Main Document: Create button. Envelopes will be selected for this example.
  4. Click the New Main Document button.
  5. Click the Data Source: Get Data button and select Open Data Source.
  6. Change the Files of Type menu from All Word Documents to MS Access Databases.
  7. Find and open your Pika Access database.
  8. Select the Queries tab, highlight the query you wish to use for this mailing, and click OK.
  9. Click the Set Up Main Document button.
  10. Click OK.
  11. Use the Insert Merge Field button to add whatever data fields you want to display on the Envelope address.
  12. Click the Merge button.
  13. Click the Merge button.

Reporting with Microsoft Access | Upgrades

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