Haven't tried this in years, but there's a special export file format, Merge, that was specifically designed to use with Mail Merge in Microsoft Word. You'll need to research this for yourself to figure out the details on the MS Word side, but it should still be possible to do.
I have done this on a number of reasonably complex HR solutions - in one case for producing Letters of Offer (4000+ letters a year), in another for Annual Salary Review Advices (around 4,500 letters on a few hours).
The process is fairly simple - write a script that:
- Finds the records you want to use the data from in a word document (where you are producing a document for the current record only, the script will need to isolate the current record, so that only its data is used)
- Exports the data (the fields you want) as a .mer file (although you can use .doc in the save name.
- Calls the Master/Merge document in MS Word (which used the exported file as it's data source) using the SendEvent Script Step
I have found that, where there is heavy logic to be applied in the letter (that is, the text needs to be constructed differently based on certain fields), it is much easier to do this in FileMaker itself (calculated fields, where the result is text) than in Word. So you may end up exporting wholly constructed sentences/paragraphs in the second step above.
Also, if you know someone who is clever with visual basic, you can have a macro run in Word that automatically saves the resultant document, using one or more of the exported fields.
I hope this helps.
My apologies for taking so long to respond.
Here is a basic script to export data from FileMaker and then have MS Word is use that data in a Mail Merge:
New Window [ Style: Document ; Close: “Yes” ; Minimize: “Yes” ; Maximize: “Yes” ; Zoom Control Area: “Yes” ; Resize: “Yes” ]
Show All Records
Show Omitted Only
Export Records [ File Name: “filewin://FULLFOLDERPATH/Letter of Offer Merge Data.doc” ; Character Set: “Windows (ANSI)” ]
Send Event [ open document/application ; File Name: “filewin://FULLFOLDERPATH/Letter of Offer.doc” ]
[ Bring application to foreground ]
The first four steps exist only to ensure that: (1) data for the current record only is exported, and (2) to not interfere with the user's current found set.
The script assumes you have in fact created a Merge document (in my case called "Letter of Offer.doc", that is stored in a location referenced.
In setting that up the first time, you will have first needed to have exported the data file in the exact same format as it is in the final script. So I would suggest setting up the export (.mer format, but saving with .doc extension in the name) and then add the last "Send Event" step to the script as a last thing.
To ensure your master document doesn't accidently get modified and written over, I would suggest (after making sure everything works as required), setting the properties of that file to "read only" in the operating system.
Hope this helps.