Answers.Body: <p>There's two different things:</p>
  
  <ol>
  <li><p>Mail Merge, which is a native feature of word.</p></li>
  <li><p>Print/Merge document, with output as a word document, which is a feature of CiviCRM. (I'm not sure it has the ability to "upload" a word document. If it does I'm not familiar with it, but see below.)</p></li>
  </ol>
  
  <p>For the first one, you would want to do a contact export in csv format, and then from within MS Word do your mail merge as you would with any excel data source.</p>
  
  <p>For the second one, inside CiviCRM:</p>
  
  <ol>
  <li><p>Go to Administer - CiviMail - Message Templates and create a new template.</p></li>
  <li><p>In the HTML section, copy/paste from MS Word into the box using the Paste-From-Word icon.</p></li>
  <li><p>Then you will need to replace your tokens with the civicrm versions of the tokens, using the dropdown.
  <a href="https://i.sstatic.net/DTdSr.gif" rel="nofollow noreferrer"><img src="https://i.sstatic.net/DTdSr.gif" alt="enter image description here"></a></p></li>
  <li>Then when you do a contact search you can choose Print/Merge document from the actions dropdown on the search results page and choose your template and MS Word as the output format.</li>
  </ol>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-11-12T10:17:20.647Z
Answers.Text: Hi Demerit. Thanks for your quick answer. I was not aware of the Paste-From-Word option. I will test in the coming days, and provide feed-back.
  Concerning the upload feature at the top of the Print/Merge window, is there a documentation somewhere on how the feature works? My idea would be to create a Word document directly in Word with the requested tokens, and then upload this document to do the merging. Would this be possible?
Answers.UserDisplayName: Webmaster du Bouclier
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-11-12T12:56:39.100Z
Answers.Text: Ah I never noticed that upload before. I don't see any documentation but looking at the code yes that seems to be how it's supposed to work.
Answers.UserDisplayName: Demerit
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2024-11-20T12:24:52.810Z
Answers.Text: I have been having similar problems, but I can't paste any shapes or images. I need logos and tickboxes.
Answers.UserDisplayName: Michael FORWARD
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-11-11T21:16:18.410Z
Answers.LastActivityDate: 2019-11-11T21:16:18.410Z
Answers.UserDisplayName: Demerit
Body: <p>After many researchs on Internet, I have not found an answer to how to use the upload function, in order to do a mail merge based on an existing Word document.</p>
  
  <p>Print/Merge document has an option to upload a .docx word file. But I have not figured out how to use it.</p>
  
  <p>Is is possible to create a Word document and somehow add the tokens directly in this document? And then do the merge via the upload?
  Thanks for your help.
  (Drupal 7.67 &amp; Civi 5.7.0)</p>
  
Tags: <upload><printmerge>
Title: How do use upload function for mail merge with Word
ThreadText: # How do use upload function for mail merge with Word
  
  (Asked by: username_0 on 2019-11-11)
  
  After many researchs on Internet, I have not found an answer to how to use the upload function, in order to do a mail merge based on an existing Word document.
  
  Print/Merge document has an option to upload a .docx word file. But I have not figured out how to use it.
  
  Is is possible to create a Word document and somehow add the tokens directly in this document? And then do the merge via the upload?
  Thanks for your help.
  (Drupal 7.67 & Civi 5.7.0)
  
  **Tags:** upload, printmerge
  
  
  ---
  
  ## 1 answers
  
  ### Answer by username_1 on 2019-11-11. Score: 1
  
  There's two different things:
  
  1. Mail Merge, which is a native feature of word.
  2. Print/Merge document, with output as a word document, which is a feature of CiviCRM. (I'm not sure it has the ability to "upload" a word document. If it does I'm not familiar with it, but see below.)
  
  For the first one, you would want to do a contact export in csv format, and then from within MS Word do your mail merge as you would with any excel data source.
  
  For the second one, inside CiviCRM:
  
  1. Go to Administer - CiviMail - Message Templates and create a new template.
  2. In the HTML section, copy/paste from MS Word into the box using the Paste-From-Word icon.
  3. Then you will need to replace your tokens with the civicrm versions of the tokens, using the dropdown.
     [![enter image description here](https://i.sstatic.net/DTdSr.gif)](https://i.sstatic.net/DTdSr.gif)
  4. Then when you do a contact search you can choose Print/Merge document from the actions dropdown on the search results page and choose your template and MS Word as the output format.
  
  > **Comments:**
  > **username_0**: Hi username_1. Thanks for your quick answer. I was not aware of the Paste-From-Word option. I will test in the coming days, and provide feed-back. Concerning the upload feature at the top of the Print/Merge window, is there a documentation somewhere on how the feature works? My idea would be to create a Word document directly in Word with the requested tokens, and then upload this document to do the merging. Would this be possible?  
  > **username_1**: Ah I never noticed that upload before. I don't see any documentation but looking at the code yes that seems to be how it's supposed to work.  
  > **username_2**: I have been having similar problems, but I can't paste any shapes or images. I need logos and tickboxes.  
  
  ---
  
  