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Mail merge

By nando53 ·
How do I use mail merge?

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Mail merge

by cviehweg In reply to Mail merge

You did not specify, but am I to assume you are talking about mail merge within MS Word?

There is a Mail Merge Wizard that I have used to create some very complicated mail merges (using Excel spreadsheets for the data bu any supported file can beused).

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by nando53 In reply to Mail merge

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by yatst In reply to Mail merge

Create your list in either excel or in word using a table to separate things like name from address, city, etc.

Second create your master document. (The letter or ? that you want the information merged into). Then go to Mail merge it is found under "Tools" and then select "Mail Merge".

The wizard will ask about the master document select "current document". Then click on get data. It will ask you to select the document where you put your list.

Go back to the document and place yourfields into the areas where you want that information to appear.

Click on mail merge again and select merge.

For a more detailed explanationm, all of this information is in Help.

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by nando53 In reply to Mail merge

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by pasmith In reply to Mail merge

You use mail merge to use names, addresses or other data from one data file (which could be either a Word document, and Excel spreadsheet or an Access database. The main thing to remember is that the table or spreadsheet you create should have column headings for each column at the top and the data in the columns immediately below. Do not place blank lines in your document. You can also prepare the data from within the Mail Merge Wizard in word.

Open Word, click on the Tools menu, then select Mail Merge. This will open up the Mail Merge Wizard dialog box. For number 1, create main document, you can choose the current document. You will be able to edit this document during Mail Merge. Next, number 2, choose to open or create your data source. See the tips in the main column if you create your own before starting Mail Merge, or follow Words easy directions to create your data source now. Word will now give you a chance to edit your main document and add the form fields from the form fields table.

Finally, number 3, Merge. You will now have options to merge all data with your mail merge document or choose selected data. Tip: I always edit my data document to remove unwanted data before I begin. Word?s query optionis rather limited. Good luck!

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by nando53 In reply to Mail merge

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by nando53 In reply to Mail merge

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