Point User Guide 403Custom formsTo preview the document, click the Preview button. The merged document containssample data.Creating custom forms from existing Microsoft Word documentsYou can import existing Microsoft Word documents to use as custom forms.To import forms and letters from Microsoft Word:1 Select the Templates tab from the navigation panel.2 Select Custom Forms/Letters/Email.3 Click the Import button.A message is displayed stating that if the document contains mail merge fields, thosefields are no longer available after the import. You must edit the document to re-insertany merged fields.4 Click Yes to continue to the import.The Select Word Files to Import dialog box is displayed.5 Select the file or files you want to import and click Open.The document you selected is added to Point.6 Edit the document to add any merge fields and replace the fields that were lost duringthe import.7 Click Close to save and close the form.Related information• For information about identifying Point field IDs, refer to Identifyingfields and field IDs, on page 65.• For information about generating a marketing letter after you createa custom form, refer to Generating a standard marketing letter, onpage 398.• Refer to your Microsoft Word documentation for more informationabout creating mail merge forms and using Microsoft Wordfunctions.CautionThe merge fields from the original document are displayed with doublebrackets. To use these fields in your document, you must replace themwith the fields in the Point Custom Form toolbar.Related informationFor more information, see the following Knowledge Base articles:• #0066 Creating and editing custom forms• #0067 Adding fields to custom forms not listed in dropdown list• #0107 Inserting Word fields into Point custom forms
