Filopto provides a built in mail merge button located on the last screen of the Wizard which automatically starts your word processor and enables you to create your merge template directly from Filopto.
If you choose to Create or Edit the document template using one of the two buttons of the Wizard, the chosen word processor will automatically be started and the template selected will appear (in the case of the editing of a template) or a blank template will appear (in the case of a new document).
To assist you in creating the template, Filopto also provides a pop-up Window in the word processor containing the names of the fields you created with the Wizard. Located at the top right of your word processor screen. The first pop-up screen contains the Create Document button which will create the actual template document for you. To start using the word processor, press this button first. It will create a blank letter into which you can start entering the contents.
The second pop-up screen permits automatic coding of the fields in your document template. For example, place the cursor at the location in your letter where you wish a field to appear and press Insert Mail Merge Field. Filopto will place all appropriate codes in the template. Once the template is saved and run, Filopto will replace the field code inserted with the actual value of the field contained in your query.
For additional information on how the mail merge functions for your particular word processor see the Mail Merge documentation of your word processor software.
