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Creating a template

New Member
Posts: 10
Country: USA

Creating a template

I'm trying to create a template using the ACT word processor.  The template is a form which will be perforated in the middle with the same information on each section.  I've created the template but when I do a mail merge, not all of the information is inserted.  How do I get the information to appear on each section.  I'm sorry if this is vague.

 

Thank you,

Liberty

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Creating a template

Act! merge fields can't be in text boxes, headers or footers ... maybe that's the issue?
New Member
Posts: 10
Country: USA

Re: Creating a template

Thanks, Mike... I've solved that problem.  Now, I need to know how to include fields that, in some cases are empty, into merged documents.  Any help would be appreciated.

 

Liberty

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Creating a template

New Member
Posts: 10
Country: USA

Re: Creating a template

Mike, I've already added them to the template but when I do a mail merge, if the field is empty, it won't show up and then everything following is moved up.  In the old ACT, there was an instruction for how to include empty fields but I can't find one for v16.  Sorry to keep bothering you :-)

 

Liberty

Copper Contributor
Posts: 16
Country: USA

Re: Creating a template

Go to NorthWoods and download the MailMerge trial.

It has conditional merge. If the field is empty such as First Name it will input Sir or Maddam.

Read their manual, it's also Free for 30 days.