Hello - I have to produce client engagement letters from a table of client fees.
Depending on the client type, the letter would have 15 to 20 paragraphs, each describing a particular service item, and the respective fee.
If a particular fee type was not applicable to a given client, the entire paragraph would not display.
So this isn't the typical mail merge situation, where the mail merge document would have all 20 paragraphs, with mail merge fields in each one to plug the respective fee amounts.
This letter has to be tailored for each client, based on the particular fees that have been entered for them into the accounting system.
I have a less complicated situation where I use an Access report with sub-reports to conditionally display chunks of text for several different situations, not all of which might exist. But formatting is a pain, doing it this way. It’s hard to get an Access report to look like a letter, and my client wants it in Word.
Does anyone know of a technique for doing something like this?
(running Office 2003)