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Word Merge and TIER

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Overview

Perform a Word merge in TIER using a Microsoft Word document.

Details

This feature may come in handy and save time if there are documents already being sent to patients or clients that are in Microsoft Word format.

Steps

  1. Create the template in Microsoft Word.
  2. When asked to connect to the data source, select the TIER database. The fields can be added from here.
  3. Add the template to the form.
  4. Browse to the TIER form in the treeview, right-click and choose Properties.
  5. Select the Merge Templates tab and click the Add button.
  6. Enter a name and select the template. It is recommended that you select Preserve underscores in field names because field names with underscores on the TIER form won’t match the Microsoft Word document and the merge won’t work.
  7. Once the document has been added to the form, you can access it from the form by clicking the Printer icon on the toolbar.

In this case the merge document has been added to the Search form. The Microsoft Word merge may save a little time if there are letters that you already use that can be incorporated into TIER.