Insert Merge Text

Insert Merge Text

The Insert Merge Text option allows you to add paragraphs or lines of text and data intermixed like in a merge document.

Options on the form include:

• Use Default Statement Font – uncheck if you wish to apply a custom font using the Font button.
• Text Box – If selected, Width and Height must be entered in inches.
• Single Line – If selected, Length of the line of text must be entered in inches.
• X Position – Entered in inches. Select from Side (of page) or Item.
• Y Position – Entered in inches. Select from Side (of page) or Item.
• Next Line – If checked, the merge text box or line will be placed directly below the selected Position From Item. The Y Position field will be hidden.
• Text Justification – Select from Left, Center, or Right.
• Position From Item – Use the drop-down menu to select an existing item on the statement layout. This will be used as a reference position for the merge text.
• Show On – Select from All Pages, Only First Page, or Subsequent Pages for the merge text to be displayed.

Up to nine merge fields can be assigned on the form and referred to in the Merge Text field as &1, &2, &3, etc.

Simply select a Table and then a Field from that table to assign to each number.

You can then refer to the number in the Merge Text area preceded by an & symbol.

NOTE: Carriage returns are supported in the Merge Text field.

An Item Comment can also be entered at the bottom.

The example below illustrates six merge fields that were assigned.

TableField

• &1 = System Control – Foundation Name
• &2 = System Control – Foundation Address
• &3 = System Control – Foundation City
• &4 = System Control – Foundation State
• &5 = System Control – Foundation Zip code
• &6 = System Control – Foundation Telephone

1. The merge text field was set as a text box that is 4”x2”.
2. The position was set to be placed 1.25 inches from the left side and .5 inch under the Gift and Grant Detail text field.
3. ‘Foundation Name:’ was entered as text
4. &1 was entered on the next line.
5. ‘Address:’ was entered as text.
6. &2 was entered on the next line.
7. &3, &4 &5 was entered on the next line. (notice the comma after &3)
8. ‘Telephone:’ was entered as text and &6 on the next line.
9. A ‘Testing Merge Text’ message was entered for the Item Comment.
10. Click OK to save changes

Here is what the merge text box looks like on the statement layout with Display Formulas.

Here is how it looks with Display Values.

This is what it looks like on the statement preview.