In Microsoft Word 2007, open or create the document to add merge fields in.
On the ribbon, select the Mailings tab.
In the Blackbaud Mailings group, click Choose Merge Fields.
If you are not currently logged in to the program and your database, the login screen appears.
In the Login as field, enter your login credentials.
In the to field, select the database to use to select merge fields.
Click OK.
The Choose merge fields screen appears.
In the Merge fields field, select the type of merge fields to include in the document. In the box, the merge fields included in the selected type appear.
In the Save mail merge header file as field, select where to save the header file of the selected merge fields.
Click Browse. The Save as screen appears.
In the Save in field, browse to the location on your workstation or network to save the header file.
In the File name field, enter the name with which to save the header file.
You can only save the header file as a comma-separated value (*.csv) file.
Click OK. You return to the Choose merge fields screen.
Click OK. The Header Record Delimiters screen appears.
In the Field delimiter field, select “,”.
In the Record delimiter field, select “(enter)”.
Click OK. You return to the document file in Microsoft Word.
To add the selected merge fields to the document, click Insert Merge Fields in the Write & Insert Fields group on the Mailings tab of the ribbon. For information about the Write & Insert Fields group, see the Microsoft Word user documentation.
Warning: If you share a Word document that contains merge fields from your database with another user, you must also share the header file generated for the document file to function correctly for that user.