I am trying to set up a mail merge form but don't know how. Can you help? Here's what I have tried so far: Re loaded WordPerfect Office X7 (home...

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Customer

I am trying to set up a mail merge form but don't know how. Can you help?

Here's what I have tried so far:
Re loaded WordPerfect Office X7 (home and student) with the latest online updates. Have 2 identical tool bars, but no merge tool bar.

Here's my brand/make/model:
Dell laptop

Last updated
Rofel Lantican
Corel Tech

Hello and welcome to ExpertHelp.com! My name is Rofel and I will do my best to help you. Please sit tight while I prepare my next response.

Posted
Rofel Lantican
Corel Tech

Before we get started, I want to remind you ExpertHelp.com is an independent professional support company. We do not have any affiliation with Corel nor are we paid to provide support on their behalf. However, we have helped hundreds of customers with similar questions and believe we can help you too.

I’ll be giving you a call soon. If I don’t catch you this time, please reply with a few times that work best for you and we can connect one of those times.

Posted
Rofel Lantican
Corel Tech

Hi Leander,

Please follow the steps below.

On your WP Office X7:

  • Click on Tools
  • Click Mail Merge Expert
  • Select the contact information that you want to add to your envelop
  • Click the Form Tab
  • Select Current Document
  • Click the Output Tab
  • Select New Document
  • Click Merge

Please let me know if this helps. I'll be waiting for your response

Posted
Customer

I am responding to 2 emails regarding this one problem. I followed your suggestion until I clicked on 'select current document' and nothing happened. It wouldn't accept my choice of that option. Could it be because the document I wanted to use was not created in a mail merge environment???

Posted
Erica
Customer Support

Ticket #42885 6/25/16 4:00PM CST

"Thanks for the suggestion. I get down to 'select current document' , click on it, but nothing happens. It won't let me select that option. Is this because the document I want to use was not created in a mail merge process???"

Posted
Customer

I have received an email from Rofel Lantican and another from Erica Mckenrick both giving me the same response to my question. The response didn't work. Let me reword my question! How do you 'create a document' that can be merged on a Dell laptop computer, using Windows 8.1, and running a newly installed WordPerfect Office X7.

Posted
Rofel Lantican
Corel Tech

Thanks for your response. Will you allow me to remotely access your computer to help you fix your issue?

Posted
Rofel Lantican
Corel Tech

Thanks for your response. Will you allow me to remotely access your computer to help you fix your issue?

Posted
Rofel Lantican
Corel Tech

Hi Leander,

I attempted to call you on your phone, but unfortunately it goes directly to your VM. Please post a message here letting me know when you'd be available so I can call you back again.

Thanks

Posted
Customer

I am sorry about my phone going to VM, That was my fault. I will be available to answer the phone for the next 60 hours. I would really like to talk to you before agreeing to give you control of my computer. The last time I did that it was very expensive. Leander

Posted
Rofel Lantican
Corel Tech

Phone Support:

  • Called the customer
  • Explained the steps on how to use Mail Merge Expert
  • Provided the video on how to do the steps
  • Customer have a different issue, he wants to know how to create a database/document that contains the contact to be merge
  • Advised customer that I will opt out of the Q and will look for another expert to help him on this issue
Posted
Customer

The above list is concise and correct. Thank you Rofel, but the problem hasn't been corrected. Let me present a little more information on the failure. When I go into wordperfect, click on 'tools', click on 'mail merge expert', click on the 'forms' tab, the 'create' option is displayed in a faded grey color, and will not respond to being selected. I am running on Windows 8.1 . My wife's laptop is running the same WordPerfect program running on Windows 7. On her laptop, under 'mail merge expert' I can create a data file, and create a form document, but cannot run the merge procedure. On both computers, nothing happens at the point of failure. HELP!!!!! Leander Ticket # 42885

Posted
Rofel Lantican
Corel Tech

Hi Leander,

Thanks for your response and appreciate your patience. We are still looking for an expert to assist you on this issue. You will receive a notification on your email once an expert is ready to help you on this concern.

Posted
Rofel Lantican
Corel Tech

Hi Leander,

We are still looking for an expert to assist you on this issue. You will receive a notification on your email once an expert is ready to help you on this concern. Appreciate your patience.

Thanks

Posted
Charles Totherow
Corel Tech

Hello and welcome to ExpertHelp.com! My name is Charles and I will do my best to help you

Posted
Charles Totherow
Corel Tech

phone notes:

  • called cx
  • cx stated problem was already solved
  • Rofel resolved the question
Posted
Charles Totherow
Corel Tech

Please send us an email to s**t@experthelp.com to grand us permission to Accept your answer on your behalf.

Posted

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