Data from CSDatum Permits can be exported in one of several ways:
3. Download Any List with the Download Button
Each of these three options will download a .csv file to your computer containing the exported data. This file is typically in the Downloads folder on your computer, but it may be saved somewhere else, depending on your computer's settings.
Below are the basic steps to use Mail Merge, but for more detailed MS Word information, refer to the Microsoft Help Document linked here.
Convert Data to Excel Format
Mail Merge works much better with data in an Excel data format (.xlsx). So, the first step is to open the .csv file that was downloaded to your computer and save it as Microsoft Excel .xlsx format.
Take note of where this files was saved and its filename.
Open Word Template Document
On your computer, open the Word Mail Merge document that you'd like to use for this print.
Select the Data Source
Next, select the data source to use in the document. If you just exported data and converted it to .xlsx format, that is the file you want to use. Go to Mailings > Select Recipients > Use an Existing List to select the file.
If you had previously used this document for a Mail Merge with CSDatum Permits data, the merge fields should align automatically. If you had not, you may need to manually insert the merge fields into the document. You can do that at Mailings > Insert Merge Field.
Preview the Results
When the document is complete, preview the results of the mail merge with the Preview Results button. Page through the document using the Arrow buttons.
Generate and Print
When you are ready to print, click Finish and Merge > Edit Individual Documents. This will generate a new document that contains all of the merged files. Any minor edits or updates can be made within the document, if needed. When ready, click File > Print and send the document to your printer.
