Create Tables

The following instructions are specific to the creation of a Mail Merge document for use in the Real Estate Manager system, prior knowledge of Microsoft Word® is recommended. MultiArray Pty Ltd does not provide support, or training in the use of Microsoft Word® or its features; Including Auto Text®, other than for its intended use in conjunction with Real Estate Manager.
 

Please see Mail Merge – Introduction for more information before proceeding.

1.       Open Microsoft Word ®, you may access an existing document or create a new document.

 

2.       Position the cursor in the document where you want the table to begin. Click on Table > Insert

and select Table.

3.       Select the appropriate number of columns, rows and formatting that you want for the table and 

then click on the OK button.

4.       The table will appear in the document. Enter and format the headings for each of the columns

into the first row if required.

5.       Position the cursor in the first column of the second row and begin inserting the required fields

into each column by clicking on the Insert > MultiArray Field menu. Select the appropriate recipient type from the Contact Type Drop Down List.

6.       The merge fields for the Contact Type selected will be displayed within their category. You may

expand the grid by clicking on the + sign to display all available merge fields. Similarly, to collapse the grid, click on the – sign.

7.       Select the relevant field for inclusion.

8.       Click on the OK button.

9.       Repeat this process until all Mail Merge fields have been inserted into the 2^nd row of the table.

10.     Position your cursor into the field column of the 3^rd row.

11.     Click on the Main document setup icon located on the far left of your Mail Merge toolbar.

Hint:  If the Mail Merge tool bar is not displayed click on Tools > Letters & Mailings > Show mail merge toolbar. You may ‘hover’ your mouse over the mail merge tool bar icon, which will highlight the icon name in yellow.

12.     Select the Letters option button then click OK.

13.     Click on the Insert Word field icon on the Mail Merge Toolbar. Select Next Record.

14.     Highlight the 2^nd & 3^rd row of merge fields and Copy.

15.     Paste into each row until you have the number of rows that you require on a page. An example

of a table is below.

16.     Ensure the last record does not display {NEXT RECORD} after it.

17.     Then arrange and format the fields by highlighting the field and click your right mouse button.

This will bring up a Format menu that you can use to format the field, e.g. underline, bold, font size, etc. Note: The use of some features in formatting such as Change Case for Mail Merge fields cannot be performed using the Format > Font > All Caps facility. Should you intend to change the case you may edit the Mailmerge field by right clicking on it and selecting Edit field… and change the format to Uppercase.

18.     Click on the File > Save As button and save the document into your nominated Mail Merge

folder with an appropriate file name.