Create Letter Template in Word 2004 (Mac)

Just like the pre-requisite for creating letter template using other versions, user needs to first download the source file from NetSuite. After downloading the source file, proceed with the steps below:

1. Open a new blank document in Word 2004.

2. Navigate to Tools > Data Merge Manager. The Data Merge Manager window opens.

3. Under Main Document, click the Create dropdown and select Form Letters.

4. Under Data Source, click the Get Data dropdown and select Open Data Source.

5. Select the Netledger SampleHeader file that was downloaded previously.

6. Click Open.

7. Click OK.

8. Under Merge Field, click the Insert Merge Field dropdown.

9. Select the field you would like to insert from the data source file. Repeat this until you are done adding all fields you need.

10. Click Save.