Creating Form Files

If you've gotten this far, take heart—you're in the home stretch! Creating the form file is the easy part, and if you've already typed the document, you're almost finished. An existing document can be turned into a form file in seconds. You just insert the merge codes and save the document. Voilà! It's ready for a merge.

If you create the form file from scratch, this is where you want to set up all the formatting for the merged documents. You definitely don't want to put punctuation or formatting codes in the data file; otherwise, it is duplicated over and over again.

If you want to convert an existing document to a form document, open it now. Otherwise, create a new document and type any text that you need to precede the ...

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