Friday, September 23, 2016

Creating document templates for mail merge

Creating document templates for mail merge

Could someone please give me some pointers on how to attempt the following.
It's an unconventional way of using mail merge, maybe there is a better way.
 
The application I am creating is designed to generate documents automatically.
I am designing a front end in MS Access 2010, to gather information from my customers, and then want to use Word 2010 to create perhaps as many as 20 documents, ranging from simple
tables to 30 page technical documents.
I estimate needed about 600 fields overall, obviously not all will be required in each document.
 
This differs from a conventional mail merge, as it will typically involve only one record, and doesn't require address blocks, envelopes or labels.
I need the strength of Word to produce professionally laid-out documents.
The mail merge seems to be able
to perform this task, although I am sure there is a better way to do it.
With so many fields, and potentially different database sources, I don't want to go through the source and field selection process every time I generate documents.
 
Is there a way to generate my documents with the required <> (which won't change from customer to customer) so they can act as and be saved as templates? It appears that merge fields can only be inserted from the menu, not typed in directly using
<> from the keyboard.
 
What will happen if I create a template with the correct merge fieldnames, and then change the source database (i.e.
for a different client)?
 
I'm trying to automate the process, so would really like the merge to be a simple step of taking the database information, and inserting it into templates.
Thanks for any insights you can give me.

Keys to the Problem Creating document templates for mail merge

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