Multimedia Presentation

• This demonstrates how easy it is to create your own MS Word precedents that can access results generated by Calin Professional.



• This example uses MS Word 97 and Example 6 (Transactions Example).



• Red rings denote Left mouse button click. Blue rings denote Right mouse button click. Use player controls to pause etc.

1. Right-click the Result tabs in Calin Professional.



2. Click "Copy MS Word Merge Data location to clipboard".



3. Select "Tools" menu item in MS Word 97.



4. Click the "Mail Merge..." item in that menu.



5. This opens the "Mail Merge Helper" dialog box.



6. Click the "Create" button and choose "Form Letters".



7. You will be asked what document to use for the form letters. In this example, select "Active Window".



8. Now click the "Get Data" button and choose "Open Data Source".



9. Now you will see the "Open Data Source" dialog box.



10. Place the cursor in the File name edit box, and press Ctrl+C keys. This will paste the filename that you copied at the start.



11. Click the "Open" button. The box will close.



12. If you have started with a fresh document then you will be given a message that there are no merge fields in your main document.



13. Click the "Edit Main Document" button. This will close all dialog boxes and return you to the document.



14. Click the "Insert Merge Field" which should be on the main toolbar.



15. Select a field and click "Insert". Repeat this for each required field.



16. Select "Tools" menu item again.



17. Click the "Mail Merge..." item in that menu.



18. This opens the "Mail Merge Helper" dialog box again.



19. Click the "Merge..." button.



20. This will open a "Merge" dialog box for selecting the merge records.



21. Click "Merge" to complete the operation.

Available Merge Fields