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To add additional fields to a template

Additional fields can be added to templates created through MS Word.

Note: When adding fields to a letter template, make sure the fields you add display in the same order for both the report spec and the _header.doc file.

  1. Select Utilities> Report Specs to open the Report Specifications window.
  2. Select a MS Word template to edit.
  3. Click Edit.
  4. Click Parameters to open the Detail Report Parameters window. The .doc template name displays in the Rpt File / Format field, and the Report Type is shown as MSWORD.
  5. (Optional) Enter the table name in the Main Tables field.
  6. (Optional) Enter the table name in the Search Files field.
  7. Enter the Table.FIELD_NAME after any other listed fields in Report Fields. For example, Name.FAX.
  8. Select and copy the new field name.

    Note: Table names are in title case (upper and lower case). Field names are all upper case.

  9. Select Save.
  10. Next, you need to edit the _header.doc for this template. Browse to the MS Word shared folder you created.
  11. Open the _header.doc file from the template you are editing, for example, ASI_Sample_Member_Letter_header.doc (shown below).
  12. Insert a new column at the end of the table.
  13. Paste the new field name that you copied from the Detailed Report Parameters window into the new column.
  14. Save, and close the document.
  15. When this template is used, your new column will appear at the end of the Insert Merge Field drop-down list in MS Word.

Sample of a _header.doc

See Also

Using the MS Word Letter System for Letter Reports

Authorization for the Letter System

To use the Letter System from the Reports menu

To specify a shared folder for MS Word templates

To create a new letter template

To edit a letter template

To format letter merge data with field switches

To change the sort order of letters created using the Letter System

To mass merge a letter

To mass merge an e-mail letter (Office 97, 2000)

To mass merge an e-mail letter (Office XP)

To delete a letter

To view a letter or e-mail activity

Troubleshooting the Letter System

To disable the Letter System


ASI logo 10.6 Production Release. Updated 1/23/2006 12:07:37 PM
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