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:
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Select — associates an existing form document
•
Create — creates a new form document

WordPerfect Office note Associating merge files

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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

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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
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Address book — associates an address book
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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

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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

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

Associating merge files