*Requires MS Word 97 or above
Integrating your own Word documents in JRMS can be tricky. Nevertheless the process is quite straightforward. Simply follow the next steps to understand how the integration works. If you are already familiar with the Microsoft Word Mailmerge feature you probably won't need to read these instructions. |
| IMPORTANT: WHEN WORKING WITH WORD DOCUMENTS MAILMERGE IT IS IMPORTANT TO ALWAYS HAVE JRMS RUNNING IN THE BACKGROUND AND THE PRINT FORMS SCREEN OPEN AS WORD FETCHES DATA FROM THIS PARTICULAR FORM. |
1. Open the JRMS application and go to the Print Forms Screen select any available case. Leave JRMS open AND on thisPrint Forms screen while you perform all the next steps. |
2. Open Microsoft Word. Open a new document go to Options>General make sure the following box CONFIRM CONVERSION AT OPEN is checked |
| 3. Open the mailmerge toolbox in word to access all mailmerge options in your document. |
| 4. Click on the OPEN DATA SOURCE icon this will open the explorer window. |
| 5. Browse your hard drive to find the JRMS main MDE file. (C:\Program Files\JRMSV.1PRO\JRMSV.1PRO.mde) |
6. Select the data Source Type. You must select the following option: MS Access Databases via DDE. |
| 7. Type your letter and create any layout you want. |
| 8. Once you have selected your DDE data source as your MDE file a connection is made you can now access all tables and queries available in your MDE file. Select queries and choose the query named _WORD MAILMERGE DATA |
| 9. The connection is made with the query you can insert data Merge fields from the list into your letter. Just open the list of merge fields and double click on one field to insert it anywhere inside your letter. |
| 10. Place your merge fields where you need them to appear. |
| 11. Click on the View Merged Data Icon to preview the final result of your merged letter with the JRMS database. |
| Save your letter in the JRMS application folder. You now must insert a link to your new document in JRMS. Doing so is very easy. |
| 12. Go back to JRMS which should still be open. Go to the main menu and click on CUSTOMIZE. |
| 13. The word documents attached to JRMS appear on the top left window. |
| 14. Double click on an empty line to add a new document. A hyperlink pop up window will appear. Just browse your hard drive to point to your newly created letter and select it (yourdocumentname.doc) |
| 15 A new hyperlink appears in your list with the letter file name. Select a type of document from the pull down menu on the right of it and choose (LETTER or FORM or ENVELOPE) |
| 16. Your document is now accessible from the PRINT FORMS screen for any of your cases. You're all done. |
