![]() I've seen mvps and admins on this and other forums vaguely advise against intermingling CCs and legacy fields so that may be the reason that advise is provided. Step 3 - Create a Special - MS Word Merge custom field.In very brief testing, it appears that the form fields are skipped over when there are CCs in the file.Step 2 - Upload the Word document to a SmartFolder.Step 1 - Create the MS Word document that will be used as the template.Note: If you do not rename the field, then the data merged within will be the same for all like-named fields. Copy and paste this field to other parts of your document and rename accordingly.You can now relabel the Field name with whichever name you wish to use. ![]() To rename the newly added Word Merge field, right-click on the field and select Edit Field.The selected field name will now appear within the document. With the first field on the list selected, click on Insert.When the Select Data Source dialog box appears, select a blank Excel document (or any existing Excel document you have accessible). If you haven't already, click on Select Receipients then Use Existing List.In Word 2007 and higher, select Mailings from the ribbon menu.To ensure the list view export functions, fields must be created using the following: This method will also work for Word Merge fields used outside of the list view. List View Export to a Word Merge field required the fields used be Word Merge instead of the old bookmarks which is described above. In Word 2013, the document must be saved as a "Word 97-2003 Document": A Text Form Field will be inserted at the cursor location.On the Developer tab, click on the Legacy Tools button.If the "Developer" tab is not visible, click on File > Options > Customize Ribbon, and check off the "Developer" tab in the right hand frame.On the Legacy Forms menu click the first icon to insert a Form Field.On the Developer Menu select the Legacy Tools icon which is in the Controls section:.In the Popular section, select Show Developer Tab in the Ribbon. ![]()
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