Associating merge files

Before you can merge documents, you must link a data source filename to a form document. This is called associating a data source. You can associate a data source with a form document, or you can associate a form document with a data file, such as an ODBC data source. The association is always stored in the form document.

If the data source changes, you can associate a different data file. You can also go to an associated form document from its data file or to an associated data file from its form document.


To associate a data file with a form document

WordPerfect Office btnbacktotopproc Associating merge files
1.
 
Open a data file.
2.
 
On the Merge toolbar, click Go to form.
3.
 
In the Associate dialog box, click one of the following:
Select — associates an existing form document
Create — creates a new form document

WordPerfect Office note Associating merge files

 
The association is stored in the form document.

You can also
Change the associated data source
Open a form document. On the Merge toolbar ,click Insert field. Click Data source, and browse to locate a data file.
Go to the associated data file
Open a form document. On the Merge toolbar, click Go to data.

WordPerfect Office note Associating merge files

 
If there is no associated data file, you can select an existing data file or create a new one. For information about creating a data file, see “To create a data file for a merge.”

To associate a form document with a data source

WordPerfect Office btnbacktotopproc Associating merge files
1.
 
Open a form document that has no association with a data source.
2.
 
On the Merge toolbar, click Go to data.
3.
 
Click one of the following:
Select — associates a data file
Create — creates and names a new data file or form file
Address book — associates an address book
ODBC — associates an ODBC data source

You can also
Go to the associated form document
Open a data file. On the Merge toolbar, click Go to form.

The associated form document must be open.

WordPerfect Office note Associating merge files

 
For information about associating an ODBC data source, see “To associate a form document with an ODBC data source.”

To associate a form document with an ODBC data source

WordPerfect Office btnbacktotopproc Associating merge files
1.
 
Open a form document that has no association with a data source.
2.
 
On the Merge toolbar, click Go to data.
3.
 
Click ODBC.
If prompted, log in to the database.
4.
 
Choose a location from the Data source list box.
5.
 
From the Table list box, choose a table in the database that contains the merge data.

WordPerfect Office note Associating merge files

 
For more information about logging in to an ODBC database, see the online Help for the Microsoft SQL Server ODBC driver.

Associating merge files