1. Automated Legal Forms by mEtHod mErGE publishing  Word 2004-2008 for MAC …in 5 easy steps!! …using Microsoft Word & Excel How to Create Your Own Automated Legal Document System

2. Create a folder on your desk top and label it “Automated Legal Documents”. STEP ONE: Create a Desktop Folder

3. In MS Word, open the “Main Document” that you wish to automate. This can be a business letter or legal document depending on its contents. Save the Word document in the desk top folder. STEP TWO: Create & Save the Main Document

4. Open MS Excel and create a file called “Database_Estate Plans.xl” …in the first row of the.xl file, label the “field names” that you wish to merge into the “Main Document”..this includes key information such as “Name”, “Address”, “DOB”, and other custom information relative to your needs. ….Save the.xl file to the desk top folder. STEP THREE: Create and save your Database.xl

5. STEP FOUR: Open Data Merge Manager Open up the “Main Document” in Word. On the tools menu, choose “Data Merge Manager”. …under Main Document, click Create, and then click Form Letters. …to identify the source for the merged data, under Data Source, click Get Data. …Point and click on the database file that you previously saved as DATABASE_ESTATE_PLANS.xl

6. STEP Five: Insert Merge Fields To identify the types of custom data to be merged, go to your Main Document and under Merge Field, drag the field names, one at a time, to where you want them in the Main Document. An insertion point indicates the location. To preview how your document will look with the merged data, under Preview, click. Word displays information from the first data record in place of the merge fields.