In Excel 2007, the new UI has lead me to discover some useful features that have probably been there for years. I use Word intensively, and it’s taken just a bit of time to get used to where all my favorite features ended up, but overall I’m fine with it. I’ve been using Office 2007 Beta 2 for production work for about a month now, with generally positive results. Case in point: Microsoft Word 2007 has finally neutralized the Insert key, preventing the accidental triggering of an utterly bewildering Overtype mode.
See the Uploading Lease Forms article to learn how to upload your new template to Landboss.The Office 2007 user interface overhaul has generated justified hoopla that has also overshadowed some minor but welcome improvements. We recommend using Save As the first time, so that you will not overwrite your original document. Once you have inserted the mail merge fields into your document, you will need to save the Word® document. Repeat this step until you have finished inserting all of the fields that you would like to have populated by Landboss. Next, click the Insert Merge Field button in the Word Toolbar and select which field you’d like to insert into the Word® document at that location. In Word®, click where in the document text you would like to add a field from Landboss. Now that you have the mail merge fields linked to your document, you can begin inserting them into your form. By default, the correct Text Encoding (Unicode (UTF-8)) is selected. Unless you renamed the file when saving it, it will be named AllFormFields.Ĭlick Yes on the File Conversion window. Next, click on the Select Recipients button and select Use Existing List.īrowse to where you saved the lease form fields file that you downloaded and open it. Then, click on the Mailings tab from the ribbon at the top of the screen. In Microsoft Word®, open the document that you would like to use to make a lease form template. On the Lease Forms screen, click on the blue Field List link, located to the left of the question mark icon.īefore the mail merge fields can be inserted into the document, the list needs to be made available to your mail merge template. Only users with the appropriate permissions will be able to access the Lease Forms’ page. Then, under the Leases header, click on the Lease Forms link. Click on the Administration button in the main menu at the top of the screen.
The list of mail merge fields can be found on the Lease Forms page in the Administration section. Go to the Lease Forms Administration Screen Next, you’ll open up Microsoft Word®, link your document and the data source together, and begin inserting the fields that are supported by Landboss into it. The data source file contains the list of fields supported by Landboss.
To set up the lease forms, you’ll need to first download the data source from Landboss. There are two documents needed to create a mail merge: a Microsoft Word® document and a file with the data or records.
Support Portal Search Creating Lease Forms in Word 2007 or laterįollow the instructions in this article to create a lease form for Landboss using Microsoft Word 2007 or later.