Converting the .frm document

1. Launch WordPerfect.
2. Open the Merge Form (.frm) document you want to convert.
3. Click File, Save As…
4. Change the Save in: folder by selecting the down arrow and navigating to the appropriate folder.
5. Change the File type: to "WordPerfect 5.1/5.2". The file name extension will change from (.frm) to (.wp).
6. Click Save.

Converting the .dat document

1. Launch WordPerfect.
2. Either click on the Go to Data button in the Merge Form (.frm) document or open the .dat file directly.
3. Click File, Save As…
4. Change the Save in: folder by selecting the down arrow and navigating to the appropriate folder.
5. Change the File type: to "WordPerfect 5.1/5.2". The file name extension will change from (.dat) to (.wp).
6. Click Save.

Converting to Word

1. Launch Microsoft Word.
2. Click File, Open…
3. Double check to make sure the Files of type: reads All Files (*.*). If it doesn't, change it by using the drop down arrow.
4. Browse for the WordPerfect (.wp) file (previously the .frm file) you want to convert by using the Look in: drop down box.
5. Either double click the document you want to convert, or click once (the file name will highlight blue) and click the Open button. The document will open in Word.
6. Repeat steps 1 - 5 for the next .wp file (previously the .dat file).

Note: Do not save the converted file… please see the section for Saving a Converted Document in Word.

Note: You must use the Save As… method for saving the converted document. If you simply use the Save method, your document will save in Word format with a .wp file extension and will cause problems.

Note: It does not matter in what order you save your documents.

1. Click File, Save As…
2. Change the Save in: folder by selecting the down arrow and navigating to the appropriate folder.
3. Make sure the Save as type: is set to Word Document (*.doc).
4. Make sure the File name: has a .doc extension and not a .wp extension.
5. Click Save.
6. Repeat for the .dat file

Note: When you open the newly converted "Form" document, you should see the merge fields indicated on your document encased merge field characters (" "). (e.g. "NAME"). The data is not linked at this time, but will recognize the merge fields due to the (" ") characters.

Note: When you open the newly converted "Data" document, the data will be saved in a table format.

Step 1: Re-link the mail merge document in Word

1. In Word, open the newly converted "Form" document. Under the Tools menu, select Mail Merge… This will start the Mail Merge Wizard.
2. Click the Create button under step 1 (Main document) and select the format for the main document. The four available formats are:
   • Form Letters… Each record in the data file will appear on a separate page in the final document.
   • Mailing Labels… Each record will occupy a separate cell in a table in the final document. Multiple records appear on each page.
   • Envelopes… Use this only for envelopes. The paper size is envelope size. Each record in the data file will appear on a separate envelope.
   • Catalog… Multiple records will appear on a single page with no break between them.
3. Select the appropriate format for your Merge document (e.g. Form Letters).
4. Click on "Active Window" button in the dialog box that appears after you select the main document format. This indicates that you want the open "Form" document to be the main Mail Merge document.

Step 2: Link the data file to the main document

1. In the Mail Merge Wizard window, click on Get Data under step 2 (Data source) and select the data option. The four available data options are:
   • Create data source… Allows you to create a new data table in Word.
   • Open data source… Opens an existing data file.
   • Use address book… Allows the use of a personal email address book.
   • Header options… Allows you to use separate data and header sources.
2. Select "Open Data Source…" in the drop down menu. This opens the "Open Data Source" dialog box.

1. At the bottom of the "Open Data Source" dialog box, make sure Files of type is set to All Word Documents. Locate and select the converted "Data" file.
2. Click the Open button

Set up the main document and insert merge fields

Once the data is linked you will return to the Mail Merge Helper and the data source will be listed underneath the Get Data button.

1. Click the Close button. This will take you to the Main Merge document, where you can modify your letter

To insert a field on the merge document:

1. Make sure your curser is located in your document where you would like the address field to be inserted.
2. Click on "Insert Merge Field". This will give you a list of fields that are available from your data file.
3. Select the desired field.
4. Type plain text between fields.
5. Repeat process until all your address fields are in your document.

Note: To view your data, click the "ABC" button on the Mail Merge toolbar.

To delete a field from the merge document:

1. Place your cursor to the right of the Merge field.
2. Hit the Backspace key once (this will highlight your merge field).
3. Hit the Backspace key a second time (this will delete the merge field).

Note: If you selected "Mailing Labels…" or "Envelopes…" in step 1 a message box will appear informing you to click on the "Setup Main Document" button.

1. Click the Setup button located under step one.
2. This opens a Label Options or Envelope Options dialog box, where you can setup the size and specs of your envelope or label.
3. When you are satisfied with the specs selected, click the OK button.
4. An "Envelope address" dialog box opens, where you can insert your merge fields.
5. Click the "OK" button when finished.
6. This will take you back into your main document, with the merge fields now inserted.

Step 3: Merge data to a New Document or to the Printer

1. Under the Tools menu, select Mail Merge… This will reopen the Mail Merge Wizard dialogue box.
2. Click the Merge… button under step 3 in the mail merge wizard. The Merge dialog box opens…
3. In the Merge to: section, select whether you want to merge to a new document or directly to the printer.
4. Click on the Merge button in this dialog box.

Note: If your document is merged into a new Word document, you can save, print, or delete this document at any time. If you delete the document, be aware that your original Mail Merge document is still available and can be used to Merge the data once again.