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Chapter 14. Using the Merge Feature > Working with Data Files

Working with Data Files

A merge is a combination of information from two different sources. Typically, you have a form file, which is the document, and a data file, which contains the information that you want to insert. The form file is just a regular document with merge codes in it. The merge codes act as markers for the information from the data file.

A data file is organized into records, which contain fields for every piece of information. Using the mail merge example, the data file is a list of names and addresses, and the form file is the letter. Each person, client, or event has a record that is divided into fields, such as name, company, address, and phone.


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