Chapter 16. Using documents HandiBiz 2015
Using Microsoft Word™
Where you require more complex formatting than that available in the HandiBiz 2015 Document
Editor, you can use Microsoft Word™.
Creating a Word document
So that information can be mail merged from HandiBiz 2015 into Word, you must create the
Word document as follows:
1. From the HandiBiz 2015 Documents menu, click New Word Document.
2. If you are using Microsoft Word™ 2003, the
Mail Merge toolbar will be displayed.
3. If you are using Microsoft Word™ 2007 or 2010, click the
Mailings tab to show the Mail
Merge ribbon.
Use this toolbar or ribbon to insert HandiBiz 2015 field codes.
Tip: Field codes allow information to be ‘mail merged’ into the document from
HandiBiz 2015. When the document is printed, the field codes are replaced with client information from HandiBiz 2015.
4. Enter the required text into the Word document.
Where you require information to be ‘mail merged’ in from HandiBiz 2015, insert the required field code. To insert a field code, click the Insert Merge Field button. A list of available fields will open. Click the required merge field.
142
Figure 126: The "Insert Merge Field" window
5. When you have completed the Microsoft Word™ document, from the
File menu, click Save or Save As to save the document.
6. You can print the document using the Microsoft Word™ print function.
The document is now ready to be printed.
© HandiSoft Software Pty Ltd
