Create a Word Merge Document

The steps below describe the process for creating a new Microsoft Word document that pulls data from Moveware and populates it into the main body of the document (for example, the customer’s name for a Quote document, and other scenarios of this type).

Part 1: Create the Word Merge 

1. Open the word document that you would like to create a word merge for. 

2. Select Mailings from the main menu at the top of the screen.

3. Then, click the Start Mail Merge tile and select Step-by-Step Mail Merge Wizard.

Open

4. On the right side of the screen, the Mail Merge wizard will open:

Open

5. On the bottom-right of the screen, click Next: Starting Document > Next: Select Recipients > Next: Write your letter.
   
   

6. Depending on whether you are pulling details relating to a Jobs/Removals quote or a Rate Request (Quotes to Agents), choose the applicable template to open.

   For a Rate Request/ Quote to Agent, follow this path to find the Merge Rate Request Fields document: 

   C:/Moveware/Live/Template/mergeraterequest.doc 

   For a quote that you wish to run from the Jobs screen, follow this path:

   C:/Moveware/Live/Template/Quote New Fields.doc

   Choose an option and click Open.
   
   

7. On the pop-up, click Yes:

8. On the next pop-up, click OK:

Part 2: Insert the Merge Fields into the Document 

1. You will now have the option to insert a merge field by selecting the Insert Merge Field tile from the main ribbon under Mailings.

2. This will produce a list of merge fields to select from, allowing you to specify a field to pull from Moveware:

For example, to pull the name of the Sales Rep of a Job: 

Step 3: Add the Word Merge Document to Moveware 

1. Save your new document in C:/Moveware/Company.
   
   

2. In Moveware, go to Administration > System Setup > Report       Configuration.  
   
   

3. Select Add to add the document to Moveware.

Mandatory Fields

The fields you will need to complete are as follows: 

Name/Description

Report List Type: Select Report for this field. 

Show in R/P:  Select Y if you would like to show this report in the Jobs drop down:

Show in Rate Req:  Select Y if you would like this report to show in the Rate Requests document drop-down menu. 

Report Type: Select W for Word Merge. 

Merge (Y/N): Select Y. 

Merge Version: Select New Quote if you created a word merge using the quotenewfields document in step 5 above. Select Rate Request if you created a Word Merge using the mergeraterequest document. 

File Name:  Select Browse and find the location you saved your report in (this should be the C:/Moveware/Company folder).

The document will now be available in either the Jobs document dropdown menu, or the Rate Request document dropdown menu.