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INDESIGN CS3

User Guide

594

5. Insert fields from the Data Merge panel into the target document.

Youcanadddatafieldstoeitheradocumentpageoramasterpage.Ifyouadddatafieldstoamasterpage,youhave

additional options.

For more information, see “Insert data fields” on page 596 and “Adding data field placeholders to master pages” on

page 597.

6. Preview the records to make sure that the target document will look the way you intend.

For more information, see “Preview records in the target document” on page 598.

7. Merge the target document with the data source file.

For more information, see “Merge records” on page 599.

About data source files

The data source typically originates from a spreadsheet or database application, but you can create your own data

source file using InDesign or any text editor. Data source files should be saved in a comma-delimited (.csv) or tab-

delimited (.txt) text format. Check your source application’s user guide for more information on exporting to these

formats.

In a comma- or tab-delimited text file, records are separated by paragraph breaks; fields are separated by commas or

tabs. The data source file can also include text or paths that refer to images on disk.

Example of comma-delimited data source file

Name,Company Name,State

Bill Tucker,CoreVent Labs,Nevada

Dat Nguyen,"Brady, Hunt, and Baxter, Inc",Delaware

Maria Ruiz,"Brinquist Enterprises, Inc.",California

If you want to include a comma or quotation mark in a comma-delimited file, enclose the text within quotation

marks, such as “Brady, Hunt, and Baxter, Inc.”. If you do not include the quotation marks, each name is treated as

a separate field.

Add image fields in the data source file

By adding image fields to the data source file, you can allow a different image to appear on each merged record. For

example, when you merge documents that include information from various companies, you may want to include

an image of each company’s logo as part of the merge.

1 Open the data source file.

2 At the beginning of the data field name, type an “at” symbol (@) to insert text or paths that refer to image files.

The @ symbol is required only in the first line; subsequent lines should include the image paths. Paths, which are

case-sensitive, must follow the naming conventions of the operating system in which they’re stored.

If you get an error message when you type the @ symbol at the beginning of the field, type an apostrophe (') before

the @ symbol (such as '@Photos) to validate the function. Some applications, such as Microsoft Excel, reserve the @

symbol for functions.

(Windows) Example of image references in data source file

1 2 ... 596 597 598 599 600 601 602 603 604 605 606 ... 671 672

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