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Microsoft word mail merge tutorial11/23/2023 Word has preloaded label layouts by size and vendor. Mailings > Create > Envelopes / Labels Can use envelopes, labels, and more as main documents Can use the same data source for multiple mergesĮnvelope Options Choose size Choose font and positionġ8 Labels in Mail Merge Choose format, sheet size, and more. Same error in every letter Edit the main document Some letters are missing data Check the data source for missing data Or edit merged letters to get around the problem Some letters have incorrect data Check the data source Important! You must attach a data source to the main document before inserting merge fields.ġ3 Conducting a Merge Produces a version of the main document for every record Preview Results (Mailings tab) Display a preview Browse recordsġ4 Finishing the Merge Finish & Merge Can save merged documentsĬan edit individual letters Merge to printer Merge to Can save merged documents Saving isn’t necessary the merge can be run again For more info see Format mail merge numbers, dates, and other values in Excel. If youre using an Excel spreadsheet, format the ZIP Codes or postal codes column as text to preserve any zeros. Collect all of your address lists, and add them to your data source. Link to the data source with merge fields Some fields are composite Mailings tab > Write & Insert Fields group Insert address block in main document Insert greeting Insert any data source field If you don’t have a mailing list, you can create one during mail merge. Mail Merge Recipients dialog box Mailings > Mail Merge > Start Mail Merge > Edit Recipient List Sort, filter, and select recipients Edit Data Source dialog box Add, edit, and delete entries Note! Changes made to an external data source are applied when the source is changed. Use Word or external sources such as a database list or Excel spreadsheet Data design More fields provide more flexibility Data should be consistentĬustomize Address List dialog box Delete field Add field Name the new field Select or create a data source Tip! Choose Mailings > Start Mail Merge > Start Mail Merge > Step by Step Mail Merge Wizard. Document, spreadsheet, or database Merged document Result of the merge Combines main document with each record in the data sourceĥ Example Main document Data source Merged documentĦ Using Mail Merge Mailings tab Specify the main document Main document Base document same for all recipients Data source Names, addresses, etc. Work with data sources Create main documents Perform a mail merge Work with merge problems Generate envelopes and labelsĪpply a list to a fixed document or layout Generate letters, labels, and envelopes Manage large mailings Merge to printer or a new document 2 Learning Objectives After studying this lesson, you will be able to:
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