![]() Preparing Excel spreadsheet for mail merge The goal of the mail merge is to combine the data in File 1 and File 2 to create File 3. The final Word document with personalized letters, emails, labels, or envelopes.Word document with codes for the personalized fields. ![]() Excel source file with information about the recipients such as names, addresses, emails, etc.To get a grasp of the basics, you can think of it in terms of 3 documents. Prepare Excel spreadsheet for Mail MergeĪ mail merge may look like a daunting task, but in fact the process is pretty simple.This tutorial provides an overview of the main features and explains how to do a mail merge from Excel step-by-step. It lets you quickly create custom letters, emails or mailing labels in Word by merging the information you already have in your Excel spreadsheet. Mail Merge can be a real time-saver when it comes to sending mass mailings. If you’re satisfied with how they look let’s move to step 6 and complete the merge.This end-to-end tutorial will teach you how to effectively mail merge in Word using an Excel sheet as the data source. ![]() Now, on the mail merge menu you can click through the Recipients by clicking the back or forward arrows. If you doing hundreds of labels … I would just spot check them. Your document screen will look similar to this. This will populate each label with the fields from the fist label. Now over on the Mail Merge menu bar you will want to select the “update all labels” button. For instance on this label I would want the First Name before the Last Name. You can edit them by highlighting the field and moving it to where you want. Now if you look over at your document you will notice these fields are being added to your labels. Just double click on each field you want to include. ![]() Now we can choose the order of the data we want presented on the labels we are creating. ![]() Ok, we’re almost complete, just a couple more steps. Click on Next: Arrange your labels. Since I know the data source is what I want I chose Select All. Here you can change the order of your information, delete certain users, and validate information. You will click on a confirmation screen verifying your data source (I used an Excel spread sheet that I had imported from Access) and get to Mail Merge Recipients window. ![]()
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December 2022
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