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Setup Microsoft
MS-Word Documents To Merge With ACTive Agent Database
NOTE: ACTive Agent installs
a file named ActMerge.txt in your C:\…\ACT\Template
directory by default. Actmerge.txt is the file that links
the Active Agent database with MS-Word. In order for the
Letter Manager to use the mail merge feature, a
copy of ActMerge.txt must reside in the same directory
as the MS-Word document.
To setup the Letter Manager to print MS-Word documents
from Contacts in the Active Agent database, you must perform
the following steps on any or all documents scheduled
for printing in the Letter Manager.
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Make
sure you have a copy of ActMerge.txt in the same directory
as your document file.(E.g. if your document named MyDoc.doc
is located in the C:\windows\my documents folder, then
ActMerge.txt should also be located there.
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Open your MS-Word document
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Select Tools from the main menu, then select Mail Merge.
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Select
Create, then Form Letters.
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You are then prompted to choose either your Active
Window, or Create New.
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Selecting
Active Window will allow you to edit the current
document.
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Selecting
Create New will open up a new MS-Word document.
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Once
you have returned to the Mail Merge Helper box, click
Get Data. then select Open Data Source. You are then
prompted with an Open File dialog box.
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By
default, MS-Word displays "MS-Word Documents"
in the Files of Type: box, located in the bottom
of the dialog box.
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Click
the Files of Type: box, and select "Text
Files." All files with a .txt extension
will now be displayed in the selection area.
If ActMerge.txt does not appear, you cannot
continue (See step 1 above).
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Select
ActMerge.txt and click Open.
NOTE:
Some versions of MS-Word may have the Select Method option
available (located under Open & Cancel buttons).
Make sure this box is checked.
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Once
complete, you will be prompted with a confirmation dialog
box.
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Check
to be sure "Text Files (*.txt)" is selected.
Then click OK.
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After
confirming the data link, you must now insert merge
fields* into your document.
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All
of the available fields are located in the Mail-Merge
toolbar* under Insert Merge Fields. Select field, and
drag into place on your document.
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Save
File, and try scheduling the letter to print again.
*If your Mail-Merge toolbar is not available, go to
View, Toolbars, and check Mail-Merge
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Copyright © 1998- Sonoma
Enterprises, LLC All Rights Reserved ACTIVE AGENT Real Estate Software,
REMS Real Estate Management System and all the associated instruction
manuals are copyrighted and all rights are reserved. Information
in this document is subject to change without notice and does not
represent a commitment on the part of Sonoma Enterprises, LLC. The
software or this document may not, in whole or part, be copied,
photocopied, reproduced, translated, or reduced to any electronic
medium or machine readable form without prior written consent from
Sonoma Enterprises, LLC.
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that integrates with Microsoft Outlook for today's Active Agent
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