Display a Printer Frieldly version

Create Mass Merge File

This module is used to create a series of documents based upon a single form or forms that will be sent to various contacts from the Who's Who database.

Fields
Selecting Records
Word Processor
Form(s)
Destination Dir
Merge
Return

Select Who's Who Records

1. Enter or select the range of Client/Matter/Sub Matters.

2. Enter or Select the type of Relationships you would like to create a report for.

3. Enter or Select the range of State and Zip codes.

4. Select the desired Case Status, Active, Inactive, or blank.

5. Enter the User Initial and a three character Filter Description.

4. Select the output order of the report, you may choose from order of Last Name, Client/Matter, Zip code or Relationship. The selected output order needs to be closely related to the primary filter field. If a list of records that share a relationshp of client is desired, selecting a output order of relationship will insure the fastest possible search.

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Select Word Processor

Mass Merge will start with the default word processor selected in the Change Default Directories found in the Utilites Menu. The user may select any word processor that is not shaded.

The selected word processor will determine form file type to be displayed is form selection according to the following table.

Word Processor	Default file Type
Word Perfect	*.CAP
Word	*.DOC

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Selecting a Form

1. Click on the Select Form button to display the Select Form Library file dialog.

2. Change to the desired form library (or accept the default library) anc click on Save. The files located in the Form Library will be displayed in the Form Grid.

Caution, the word processor assumes that the form will contain merge codes that are valid for the word processor. If these merge codes do not exist, the word processor will trigger a series of errors that will crash the workstation.

By clicking on the appropriate button, the user may:

Select all library forms
Remove an individual from
Rearrange the order of the forms
Remove the unselected forms

3. Select the desired form or forms by clicking in the checkbox next to each form name.

Please Note: It is the user's responsibility to insure that the generated Merged File Name will not over write an existing file.

The default document name is constructed as follows:

Word Processor	Name Format
Word Perfect	UYMDDCCCFFF.WPD
Word	UYMDDCCCFFF.DOC

Where:

U - User Initial
Y - Last number of year
M - Month (1 ..9, O, N, D)
DD - Day of Month
CCC - First three characters of field Filter Description
FFF - First eight characters from the form name

The user may change the default merged document name by clicking on the name and making the appropriate changes.

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Selecting the Directory for Merged Document(s)

1. Click on the Select Doc Dir button to display the Select Directory for Merged Documents dialog.

2 Change to the desired document directory (or accept the default directory) and click on Save.

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Starting the Merge

Click in the Print (to Default Printer) and Close to have the merged documents automatically printed. Note that the word processor will not be visible when automatic printing is selected.

Click on the Merge Buttom to start the process.

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Create Mass Merge File

These fields are used to
   define filtering parameters when selecting Who's Who records
   specify the desired form library
   specify the directory where the merge document(s) will be created    create the default merge document name

Field	Size	Description
Relationship	30 Char	Relationship to Client-Matter
Client	6 Char	Client Number
Matter	6 Char	Matter Number
Sub Matter	2 Char	Sub Matter Number
State	2 Char	State
Zip	15 Char	Zip/Postal Code
Select Case Status	1 char	Active, Inactive or blank
User Initial	1 Char	Identifies the person creating the document
Filter Description	3 Char	Code to identify the filtering parameters
Form Library		Path Name of selected form library
Merged Directory		Path Name of Merged Documents Directory

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