Mail and Print Merging with
Word and Excel
(Making Form Letters) |
One way to use the Print or
Mail Merge function is to choose the Mail Merge Wizard from the
Help menu. However, you can have better control over your document
doing it this way: |

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Open your Word document.
Enter all the information that will be repeated from letter to letter.
Leave a space for the address block and the salutation. |
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Go to Tools --> Letters
and Mailing --> Show Mail Merge Tool Bar and check the box if it is
not already checked. |
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Click on the Open Data
Source icon (hover the mouse over the button - an information window
should pop up to show you have the right one).
In the Select Data
Source window, browse to find your data source Excel file. With your
file selected click the Open button at the bottom of the Select
Data Source window. |
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Click on the Insert
Merge Field icon. At the bottom of the Insert Merge Field
window is a Match Fields button.
Click this button to open
the Match Fields window. Here you can match your available
field names to the appropriate information fields. |
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You can now begin to insert
the fields.
With the cursor inserted in
the appropriate place in your document select the Insert Merge Field
icon.
Choose the fields from your
list. Remember to move the cursor when a space between fields is required,
and enter punctuation where required. |
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You should now be able to
print your documents. |
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