Merging-form documents

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Julie 1234 - 20 Feb 2007 22:31 GMT

I am trying to find out the best way to accomplish what I want. I work in
the legal field typing up deeds, closing doments, wills, powers of attorney.
I want to create forms for merging data into each of these forms. I want to
create one data file which could be merged into various documents. At my
previous employer we used Word to do this, but I have no idea where to start
in creating the documents. Any ideas?

JULIE

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Doug Robbins - Word MVP - 21 Feb 2007 07:01 GMT

While mailmerge can be used for that purpose, it is really intended to be
used to produce multiple copies of the same letter, each one "personalised"
for each record in the data source.

Whether mail merge is the best option depends upon:

1. Where is the client data being stored?

2. How important it is for you to be able to easily find one particular
client from amongst all of them.

3. The degree to which you want to automate the task of preparing the
various documents for a client.

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Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

>I am trying to find out the best way to accomplish what I want. I work in
> the legal field typing up deeds, closing doments, wills, powers of
[quoted text clipped - 7 lines]
>
> JULIE

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