Create a Mail Merge List of Workers Found in a Search

Voter Focus provides a Microsoft Word mail merge document that can be populated with the workers found in a search. To produce this document, you perform the search on the Worker Flexible Search dialog and then click Print List on the Search Results tab. The document looks like this:

If your county wants to customize the appearance of this list—to add or delete columns, or change the standard text such as the title—see Customize the Merge Document Used by the Print List Feature for instructions on modifying the list document for county-wide use.

If you want to create a personal version for your own use—leaving the standard version intact for other county users—follow the instructions on editing the file in Customize the Merge Document Used by the Print List Feature, but save your edited file under a name other than pwexportmergelist.doc. We suggest you save it under a file name that includes your user name, such as pwexportmergelist-cfowler.doc. You can save the file anywhere on the network that's convenient for you, but we suggest saving all merge documents in I:\Vr6Sharedbinaries\Docs. To create a list using your personal version of the mail merge document, follow the instructions in the second procedure below.

  1. Go to ELECTION WORKERS > Worker Flexible Search.
  2. On the Worker Flexible Search dialog, define your search criteria and click Search.
  3. On the Search Results tab, click Print List. You'll see the highlight bar move through each worker in the search results list. When the highlight bar stops, the Windows Print dialog displays.
  4. Select the printer where you want to print the list. (If you don't want to print the list—you only want a digital file or you want to view it onscreen—select any printer. You will have the opportunity to cancel the print and save the file in a moment.)
  5. Click OK. Voter Focus generates the list, opens it in Word under the file name Catalogn, and displays a message instructing you to switch to Word.
    6. Note: The file pwexportmergelist.doc also opens in read-only format. This file is for informational purposes only.
  6. As the instructions indicate, you can now switch to Word and print or save the list. Clicking OK on the instruction dialog closes the Word documents.

If you have created a personal version of the worker list layout, use the instructions here to populate your file with workers found by a search.

  1. Go to ELECTION WORKERS > Worker Flexible Search.
  2. On the Worker Flexible Search dialog, define your search criteria and click Search.
  3. On the Search Results tab, click Export/Merge.
  4. Click No in response to the two questions on school information and election assignments.
  5. In response to the question, Would you like to use this as a Microsoft Word Merge data source?, click Yes.
  6. On the Delivery Selection dialog, click Cancel.
  7. On the Poll Worker Merge Document dialog, navigate to and double-click your personalized merge document.
  8. On the Poll Worker Export File dialog, navigate to the folder I:\Vr6Sharedbinaries\Work and double-click the file named <your operator name>Flex.csv. Your Word merge document will open with the first worker from the search results shown in the table.
    9. Note: The file pwexportmergelist.doc also opens in read-only format. This file is for informational purposes only.
  9. In response to the message Update PW Communication Date Last Sent?, click No.
  10. In response to the message Do you want to save the document file?, click No.