Create Doc Button

This button is unavailable when the Document Type is EMAIL.

Clicking this button allows you to create the word processing mail merge document. When you click the Create Doc button, the system:

• Checks to see that the Merge Data File exists and is populated with data.

• Opens (and creates if necessary) the specified document (named in the Merge Document column) in the word processing program.

• Makes the document a mail merge document (if not already) and checks to be sure it is linked correctly to the Merge Data File (data source).

• Passes control to the word processor so that you can create or modify the document.

This process automatically creates a data source text file. It has the same file path and name as the merge document (except that it has a .txt extension).

As soon as the document has been created or edited, you can save the document and return to the module.