.. done

Word Merge Family Directory
===========================

.. glossary::

    Family Directory-Word Merge Document
        If you would like to create and format a Family Directory
        that is different from what we have already available
        from the Toolbar (:ref:`see Other Options below <OtherOptions>`)
        you can do that using an Excel Export and Word Merge.
        It will not contain pictures,
        but you can add whatever
        fields you want to include that are in the Export.
        There is a standard Family Picture Directory
        available from the Toolbar.

        This export does include Secondary Adults and any other
        Positions you may have added in your database
        with one row per family member.
        The column named Family Name is the name of the HOH.

        If you sort by Family Name first and then by Family ID (which is the default),
        the family members will sort together even when there is a blended family
        in which the members have different last names.
        The data in the Family Position column will have the Position Code ID
        as the first 2 digits, with the remainder of the data there to sort by age,
        oldest to youngest.

.. _OtherOptions:

Other Options
    We also have instructions for creating your own Family Picture Directory
    using Word Merge if you want it to include other fields that are not in our standard
    Family Picture Directory.

    .. seealso::
        :doc:`WordMergePictureDirectory`

    TouchPoint has built-in directories
    that you access from the Toolbar without having
    to use a Word Merge,
    including a FamilyPictureDirectory.

    .. seealso::
        - :doc:`Directories`
        - :doc:`FamilyPictureDirectory`

Create a Family Directory Using Word Merge
------------------------------------------
Step 1
    Create a search for those you want included
    (or create this for an organization, a sub-group within an Organization, or a Tag),
    and select the blue Toolbar cloud icon and then `Export Excel > Standard`.
    Then in the format dialog box that pops up choose `Family Members`.

    .. caution::
        Do not select the Export Excel > Family.
        Select the Standard export and then select Family Members
        in the format dialog. Ignore the Label Options as those apply
        only to labels.

Step 2
    Open the Excel spreadsheet, which will, by default, be sorted by **FamilyName** (column U)
    and then by **FamilyId** (column V).

    Save it as an .xls file.

.. note::
    If you ever change the sort, you can return to the original sort
    by sorting by using a custom sort, FamilyName first and then by FamilyID.

Step 3
    Open the Mail Merge Manager and create your document
    using the Excel spreadsheet as the data source.