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------- Additional comments from [EMAIL PROTECTED] Thu Oct 26 04:17:33 -0700 2006 ------- fl, The workflow for these templates is basically described in my original post. However, I will describe more fully the workflow below, breaking up the process into intial template set-up and form letter creation. Initial Template Set-up: 1) From a blank document, we type into the document the basic structure of the form letter which would include text and tables. 2) We would then select a template CSV file [that contains the column headings] to import the various field names [like importing a database schema]. These field names would typically include Project Number, Contact Name, Address, Phone Numbers, Site address etc. 3) We would insert the merge fields into the document, and do some further editing etc. 4) This template would then be saved on our server with all our other templates. Form Letter Creation: 1) The Project data file resides on the project data [CSV] file in P:\ProjectYear\ProjectNumber\Commercial\ 2) The template is copied from the server into the project directory. ie P:\ProjectYear\ProjectNumber\Commercial\Templates\. 3) The template is opened and a macro is run to connect the project data file to the template. [ie. The macro knows the Project Data File Name ie. ProjectData.csv and moves up the directory structure until it finds the file]. 4) The navigation buttons are used to determine the appropriate record, or for very large projects [40+ contacts] the search for a record function might be used. 5) The mail merge function is run on that record only to create a copy of that document with the fields replaced as the text from the fields. 6) The document is then edited, saved, reviewed etc. using normal word processing. I hope that answers the question of the workflow. If not, please ask me to clarify any point. --------------------------------------------------------------------- Please do not reply to this automatically generated notification from Issue Tracker. Please log onto the website and enter your comments. http://qa.openoffice.org/issue_handling/project_issues.html#notification --------------------------------------------------------------------- To unsubscribe, e-mail: [EMAIL PROTECTED] For additional commands, e-mail: [EMAIL PROTECTED] --------------------------------------------------------------------- To unsubscribe, e-mail: [EMAIL PROTECTED] For additional commands, e-mail: [EMAIL PROTECTED]
