This help section assumes that you have already installed the Wintouch Macro, created the Wintouch Button, and assigned a Word Template Directory. If you have not yet done so, follow the instructions found in the links below:
Note: When finished, save the template to the Word Template Path you created. See How to Assign the Word Template Directory for instructions if you have not already done so.
Note: The only fields available to you will be those in the Active Window. The Active Window is the window you are currently in within Wintouch. Thus, if you wish to include Extended Profile fields in your template, then you will need to open the appropriate Extended Profile from the Account Summary Window, thus making it the Active Window, before clicking the Letter icon.
Note: When finished, save the template to the Word Template Path you created. See How to Assign the Word Template Directory for instructions if you have not already done so.
Note: The only fields available to you will be those in the Active Window. The Active Window is the window you are currently in within Wintouch. Thus, if you wish to include Extended Profile fields in your template, then you will need to open the appropriate Extended Profile from the Account Summary Window, thus making it the Active Window, before clicking the Letter icon.
When you click on the Letter icon in the Account Summary toolbar, you will be prompted to open a file. If there is a file you would like to use, select it from the appropriate location.
Note: You have to change the files of type: list box option to Text Files or All to see the wintouch.txt file.
Using the Insert Merge Field button: From this drop-down menu you can insert any field from the Active Window into your word document. With the cursor where you want to place the field in your document, then Select the Wintouch field you want to insert from the drop-down list. For example, if you want an account's fax number to be inserted into your document, select AccountFax from the Insert Merge Field drop-down list, and «AccountFax» will appear in your word document where the cursor was placed.
Note: You can view the merged data before saving by clicking on the View Merged Data button in the Word toolbar,
When naming your Word Template, be sure to include the Wintouch Active Window you used, the version of Microsoft Word, and the content of the form. If you choose your own order, remember to keep the three components.
The following Word Template Name would represent a Mail Merge taken from the Account Summary Window using Word 2000 with Account Information Specific data.
AccountSummaryWord2000Account
Note: Keep the name to 30 characters or less if you would like to save it using the Integrated File System on the AS/400.