InformationNOW – Letters – Word
2010
About This Document
This document contains tips for creating letters in MS Word 2010 for use in InformationNOW.
Setup
To create a new letter go to InformationNOW. Go to System Preferences | Setup. Select Letters and a Letter
Type (Student, Discipline or Attendance). Click Refresh. Existing letters will display. Click Add.
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Confirm the Letter Type.
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Enter a Name.
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Enter a Description (optional).
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Click Create.
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Click Download Datasource.
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Download a data source for every type of letter to be created. Each DataSource.doc file should be saved in a
separate folder – one for each type of letter.
Note: Refer to the InformationNOW – Letters Quick Reference Guide for detailed instructions
regarding data sources.
Creating Letters in Word 2010
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Create a new document or edit an existing document in MS Word 2010.
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On the Mailings tab, choose Select Recipients | Use Existing List.
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Browse to the Data Source that was saved using the steps above. Select the DataSource.dot file and click
Open.
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On the Header Record Delimiters screen, select the following:
o
Field Delimiter: Select Tab.
o
Record Delimiter: Select Enter.
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Click OK.
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Type the letter as normal. To add fields from the InformationNOW database, select Mailings | Insert Merge
Field. Fields will vary based on the type of letter created. Fields are in the following format:
<<MergeFieldName>>
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Save the MS Word file. Select File | Save As. In the Save as type droplist, select Word 97 – 2003
Document (*.doc).
*Important Note: If the file is saved as the default Word Document (*.docx), InformationNOW will
not be able to use the file.
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Once the letter has been created in MS Word and the file has been saved, go to InformationNOW.
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Go to System Preferences | Setup. Select Letters. Select the letter type and click Refresh. Click to View
the existing letter record.
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Click Upload a letter.
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Navigate to the location of the saved MS Word file.
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Select the MS Word file and click OK.
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Exit the letter record. The letter is now ready to use.
Quick Reference Guide
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