View source for Reports and Downloads-Import into Microsoft Word 2007 or newer

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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">1.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E01B0HA">Open </span><span style="font-weight: bold;">Microsoft Word</span> <span style="font-weight: bold;">2007 </span>(or newer) with a blank document screen ready.</div></td>
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  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ZB0HA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.01.jpg]]How do I know if I have Microsoft Word 2007 or newer? Open Microsoft Word.  Click the </span><span style="font-weight: bold;">Microsoft Office</span> button  (shown above) and then click <span style="font-weight: bold;">Word Options</span>.  Click <span style="font-weight: bold;">Resources</span> and then click <span style="font-weight: bold;">About</span>.  This will display your current version of Word.  Note:  if you do not see the <span style="font-weight: bold;">Microsoft Office</span> button above, you probably have an earlier version of Microsoft Word.</div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">2.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0YB0HA">Click the </span><span style="font-weight: bold;">Mailings</span> tab.</div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">3.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0XB0HA">Click </span><span style="font-weight: bold;">Start Mail Merge</span> in the <span style="font-weight: bold;">Start Mail Merge</span> group.</div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">4.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0WB0HA">Click </span><span style="font-weight: bold;">Step by Step Mail Merge Wizard</span>.</div></td>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0VB0HA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.02.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0UB0HA">Figure 5-9</span></span><span style="font-size: 11pt; text-transform: uppercase;"> </span>Word menus</div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0TB0HA">Starting with step #5, there are no differences between Microsoft Word 2003 and Word 2007 although the tips and hints may vary a little bit.</span></div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">5.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0SB0HA">Click </span><span style="font-weight: bold;">Directory</span> in the control panel.</div></td>
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  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="color: #FF0000;"><span id="wwpID0E0RB0HA">Note:  </span></span>If creating labels or envelopes select the desired option in Step 5.  Continue to answer the questions in the Microsoft Word mail merge wizard to complete the desired output.</div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0QB0HA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.03.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0PB0HA">Figure 5-10</span></span> Step 1</div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">6.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0OB0HA">Click </span><span style="font-weight: bold;">Next: Starting document</span>.  [[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.04.jpg]]</div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">7.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0NB0HA">Click </span><span style="font-weight: bold;">Use the current document.</span></div></td>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0MB0HA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.05.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0LB0HA">Figure 5-11</span></span> Select starting document</div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">8.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0KB0HA">Click </span><span style="font-weight: bold;">Next: Select recipients</span> [[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.06.jpg]]</div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">9.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0JB0HA">Click </span><span style="font-weight: bold;">Use existing list</span>.</div></td>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0IB0HA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.07.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0HB0HA">Figure 5-12</span></span> Select recipients</div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">10.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0GB0HA">Click </span><span style="font-weight: bold;">Browse. . .</span> [[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.08.jpg]]</div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 8pt; text-decoration: underline;">11.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0FB0HA">Browse to the location where you saved the directory data file.  If you were unsure where to save your file you may have selected to save the file on your Desktop.  If so, click Desktop in the left-hand shortcut area.  </span></div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 8pt;">12.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0EB0HA">Click the filename of the directory data file.</span></div></td>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0DB0HA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.09.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0CB0HA">Figure 5-13</span></span> Select data file</div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">13.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0BB0HA">Click </span><span style="font-weight: bold;">Open.</span></div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">14.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E0AB0HA">The list of downloaded names will appear.  Click </span><span style="font-weight: bold;">OK</span>.</div></td>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E6HA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.10.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E5HA">Figure 5-14</span></span><span style="font-size: 11pt; text-transform: uppercase;"> </span>Mail Merge Recipients</div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">15.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E4HA">Click </span><span style="font-weight: bold;">Next: Arrange your directory</span>  [[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.11.jpg]]</div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">16.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E3HA">Design the page layout as you desire.  Add your header and footer; create columns at this time!  </span></div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">17.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E2HA">When you are ready to add the mail merge fields for the member name, address, and other fields, click More items . . . in the control panel.  [[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.12.jpg]] </span></div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">18.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0E1HA">Click the </span><span style="font-weight: bold;">Company_Name</span> field and click <span style="font-weight: bold;">Insert</span>. (your field names may vary.)</div></td>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0EZHA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.13.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0EYHA">Figure 5-15</span></span> Insert Merge Field</div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">19.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0EXHA">Click the </span><span style="font-weight: bold;">Full_Physical_Address</span> field and click <span style="font-weight: bold;">Insert.  </span>(your field names may vary.)</div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">20.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0EWHA">Continue inserting fields until all desired fields have been selected.  Then click</span><span style="font-weight: bold;"> Close.</span></div></td>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0EVHA">If the field names displays like this:</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0EUHA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.14.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0ETHA">It will display like this with livedata:</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0ESHA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.15.jpg]]</span></div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">21.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0ERHA">Format the all fields as desired (i.e. font size &amp; style, bold).  You may also wish to place each field on it’s own line by pressing </span><span style="font-weight: bold;">Enter</span> between the two field names so it appears as shown above (this is only an example of the fields name - - your field names may vary)  <span style="text-decoration: underline;">Remember to include a blank line after your last field.  </span></div></td>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 3pt; margin-left: 54pt;"><span id="wwpID0EQHA">«Company_Name»</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 3pt; margin-left: 54pt;"><span id="wwpID0EPHA">«Full_Physical_Address»</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 3pt; margin-left: 54pt;"><span id="wwpID0EOHA">«Primary_Phone»</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 3pt; margin-left: 54pt;"><span id="wwpID0ENHA">«Email»</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 3pt; margin-left: 54pt;"><span id="wwpID0EMHA">«Website»</span></div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0ELHA">TIP!  During step #20, follow the steps here to keep all lines of a member record on the same page or column.  Select the all the field names you want to keep together on a page.  (Do </span><span style="text-decoration: underline;">not</span> select the blank lines between the records.) In the Paragraph group on the Home tab, click to open the  Paragraph dialog box.[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.16.jpg]]  Click the Line and Page Breaks tab.  Select the Keep with next check box. Click OK.</div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0EKHA">If pressing </span><span style="font-weight: bold;">Enter</span> places too much space between your lines, you may need to modify your line spacing options.  On the <span style="font-weight: bold;">Home</span> tab in the <span style="font-weight: bold;">Paragraph</span> group. click to select the <span style="font-weight: bold;">Paragraph</span> dialog box. [[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.17.jpg]] Make your changes on the <span style="font-weight: bold;">Indents and Spacing</span> tab for <span style="font-weight: bold;">Line Spacing</span> and <span style="font-weight: bold;">Space After</span> the paragraph.</div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">22.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0EJHA">When the first record of the directory is designed as desired, click </span><span style="font-weight: bold;">Next: Preview your directory. </span>[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.18.jpg]]</div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">23.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0EIHA">If the first record looks as desired, click </span><span style="font-weight: bold;">Next: Complete the merge.</span>  [[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.19.jpg]].  <br />If not, click <span style="font-weight: bold;">Previous: Arrange your labels  </span>[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.20.jpg]]<span style="font-weight: bold;"> </span>and repeat steps #20-22 above.</div></td>
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  <div style="margin-left: 18pt;margin-bottom: 12pt;">
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
      <tr valign="baseline">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">24.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0EHHA">Click </span><span style="font-weight: bold;">To New Document</span>.  [[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.21.jpg]]</div></td>
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  </div>
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
      <tr valign="baseline">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">25.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0EGHA">Complete the </span><span style="font-weight: bold;">Merge to New Document</span> screen and click <span style="font-weight: bold;">OK</span> to create the directory.</div></td>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0EFHA">[[Image:Reports_and_Downloads-Import_into_Microsoft_Word_2007_or_newer-ReportsGuide.1.22.22.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0EEHA">Figure 5-16</span></span> Merge to New Document</div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0EDHA">If the completed directory does not meet your expectations, close that new document window and click </span><span style="font-weight: bold;">Previous</span> in the MS Word control panel to return to the step that needs redone.  Continue using the same procedure as already describe.</div>
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
      <tr valign="baseline">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">26.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0ECHA">The directory will appear on the screen in a new document.</span></div></td>
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  <div style="margin-left: 18pt;margin-bottom: 12pt;">
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
      <tr valign="baseline">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span style="font-family: Calibri; font-size: 10pt;">27.	</span></div></td>
        <td><div style="font-family: Calibri; font-size: 11pt; text-align: justify;"><span id="wwpID0EBHA">Save your completed directory file.</span></div></td>
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