Microsoft Office integration - Word

1. Open the relevant module, for example Customers > select the records you want to export to Microsoft Word.
2. File > Microsoft Integration > Contents to Microsoft Word > New Document.

3. Complete the Microsoft Word document > the information you selected is now available in Word as a mail merge field.

   To insert a field, place your cursor at the relevant place on the document, then from the Insert Merge Field drop-down list choose the field.

4. Save and close the Word document.

1. Open the relevant module, for example Customers > select the records you want to export to Microsoft Word.
2. File > Microsoft Integration > Contents to Microsoft Word > Open Document.

3. Browse to and double-click the document that you want to open.

   Tip: Two documents appear. The first is the mail merged document, and the second is the template on which the document is based.
   

4. Select the mail merge template > add your Sage Accounts fields as required.

   Tip: To insert a field, place your cursor at the relevant place on the document, then from the Insert Merge Field drop-down list choose the field.
   

5. Save the mail merge template under a new name > close both Word documents.

The new template can now be used to run a mail merge.

Note: The mail merge option is not company specific. If you have more than one company, you can use a mail merge template on any of your companies.

1. Open the relevant module, for example Customers > select the records you want to include in the mail merge.
2. File > Microsoft Integration > Contents to Microsoft Word > Run Mail Merge.
   

3. From the Open window, browse to and double-click the Microsoft Word document that you want to open.

   When the Mail Merge is complete, two documents appear. The first is the mail merged document, with a separate page for each record selected in Sage Accounts, and the second is the template on which the document is based.