[Heidi Hubbard]

I want to merge client information into multiple legal forms. Are there any
help sites available teach me how to do this?
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Heidi Hubbard

[Graham Mayor]

The type of document you merge into is really immaterial - the basics are
covered at http://www.gmayor.com/mail_merge_lab...th_word_xp.htm or
http://www.gmayor.com/merge_labels_with_word_2007.htm
What you require here is a letter type merge (which is the default for Word
merges).

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Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org



Heidi Hubbard wrote:
I want to merge client information into multiple legal forms. Are
there any help sites available teach me how to do this?

[Doug Robbins - Word MVP]

Mail merge is probably not the best tool for that purpose. It is really
intended for the production of copies of the same document for multiple
clients, rather than a series of different documents for a single client.

To do what you want, a better approach would be to load a combo box on a
userform with all of your clients, and have a multi-select list box on the
userform that is populated with the templates for each legal form. Then
you would select the client for whom you want to create the forms from the
combo box and select each template that you want to use, and then click on a
button on that form, and code would run to create a document from each
template populating Docvariable fields in that template with the information
pertaining to the selected client.

See the article "How to create a Userform" at:

http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm


--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"Heidi Hubbard" wrote in message
...
I want to merge client information into multiple legal forms. Are there any
help sites available teach me how to do this?
--
Heidi Hubbard