- How to do a mail merge in word on mac software#
- How to do a mail merge in word on mac Pc#
In the form document in Pages, select the variable name including the asterisks so that it is highlighted. Then select that variable name and do the following in this order: So, the first variable might be ***grantor name***. I add 3 asterisks around it for ease in viewing. 
Using your paper mark-up of the legal form as a guide, go to the first variable text item that you struck out and rename it with its variable name. Go back to your legal form document in Pages.
Enter the variables in the form document in Pages. The second row will contain the client’s specific information in each column for those variables. Enter a column name for every variable text item in the deed (property address, property legal description, county, etc.) Each name must be different. For example, in row 1 column A type the variable name “grantor name”, and in column B type “grantor address”, etc. In the first row type a variable name in each column. This will hold the specifics for your client. Now open Apple Numbers and create a blank spreadsheet and save it with a name like “Deed fillin 2010.03.27”. Create the fill-in document in Numbers. Also note that you don’t need to save the file as a template. Note that I always put the date in the file name so that I know when I created it. Save it with a name like “Deed template 2010.03.27.pages”. Open Apple Pages and type that legal form document into it, or cut and paste it from an actual client file. You don’t want Client A’s name to be on Client B’s deed. Now, go through the deed and strike through all the variable text, like the grantor name, grantor address, grantee name, grantee address, property address, property legal description, county, etc. So, go to the whiskey box and pull out the form you want to “mergify”. Harris Morgan taught lawyers years ago to throw copies of legal documents into whiskey boxes next to our desks. It’s really easy since it involves just two files, but I will walk you through the steps I go through to create legal form documents for merging with Apple Pages. The instructions for merging with your own variables, instead of just Address Book variables, are on page 236 of the Apple Pages ’09 User Guide. But Pages also lets you merge your own variables from a Numbers document into a Pages document. That’s how it works with Word, and that’s how it works with Pages, too. You usually think of mail merge as creating letters and envelopes. Pages is Apple’s answer to Word, and Numbers is its answer to Excel.Īpple Pages mail merge can merge variable text from an Apple Numbers document into an Apple Pages document. Both Pages and Numbers are included in Apple iWork ’09. You just use Numbers to hold the client’s variable text, and you use Pages to generate the documents. How to do a mail merge in word on mac software#
So, I have been hunting for software that searches and replaces multiple variables of text in an Apple Pages document in one pass. Alas alas, there is no Hot Docs for Pages.
Then I switched my word processor from Microsoft Word to Apples Pages in February 2010.
How to do a mail merge in word on mac Pc#
I switched my law practice from PC to Mac in October 2009. Back in the days of standalone word processors and WordPerfect DOS, we could easily set the forms up to merge specific client information to generate documents for clients. I have drafted many legal forms in my law practice and have published many of them in book form through West Publishing. I am pleased to publish the following Guest Post from Jim Martin, and I hope that my readers find it to be helpful:
0 kommentar(er)
