Created: 05/23/11
To add days to a date in a merge document:
Go to Tools>>Merge Setup>>Merge Template
Select the document Code
Click the Design button
Go to the place you want to add the date + days
Open the Date field so that you see "Edit Text" or "Edit Function" view
Click the "Date$()" tab
Make note of the date information that is showing in the window at the bottom and then delete them
For example: does it show "Global.Letter_Date" or "Family.Contract.Last_Reexam_Date"
On the Date$() tab, highlight the date format style you like and double click
The style will be shown in the window and the current date will be displayed under the window in that style
Highlight Now() in the window and double click the date variable that you want
For example: "Global.Letter_Date" or "Family.Contract.Last_Reexam_Date"
The date variable will replace the Now() for example: Date$(date(Family.Contract.Effective_Date),"%M %d, %y")
Place your cursor before the comma and enter a plus sign and the number of days you want added to the date
Date$(date(Family.Contract.Effective_Date)+10,"%M %d, %y")
In the above example, I have added 10 days to the date
Click OK
To add Months
Go to the place you want to add the date + days
Open the Date field so that you see "Edit Text" or "Edit Function" view
Click the Functions tab
Click Add Months
AddMonths(,) will be shown in the window
Place your cursor between the () before the comma
Find the date variable in the list on the left and double click it
Enter the number of months after the comma
For example: AddMonths(date(Global.Letter_Date),2)
Note: You can add days using ADDDays in the same manor
Click OK