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MS Word – Mail Merge
Basic Steps
•Create Letter/Labels general information
•Create Excel File with variable Data
•Link Files through Mail Merge in Word
•Print letters/Labels
•Further customize individual Documents
•Save your original and newly created documents.
Mail Merge Tips
• Collect your data for the spreadsheet as detailed as possible
• Make separate Column/cells for items you need for Sorting, Grouping or Filtering
• Can use excel file data for more than one mail merge
• Can save Merged Document and make individual changes
Mail Merge Labels
Full Sheet – each label different based on excel file of names.
•Start with a blank document.
•Go to ‘Mailings’ Tab
•Start Mail Merge
•Labels
•Then Avery 5160 Address Labels
Now link the excel file to your mail merge labels
•Select Recipients•Use existing list (Browse & use $sheet1)•Insert merged field
• If you created titles for your excel file columns – these name will automatically appear
Use the insert button to add data fields to your label document
Customizing your Labels
• Select all of the field names you will need
• You MUST manually insert any spaces, commas, etc.
• You can also add plain text• You can come back and add
other fields later • Adjust the font so the text fits
inside the table cell without being cutoff
Duplicate this information in all Cells.
• Copy the entire contents of the first cell
• Paste this information into the second cell BEFORE the “<<next record>>” marker
• Finish the rest of the cells & Save.
Before you actually merge select “preview” to proof your work
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Now that you’re all setup – Click “Finish & Merge” - I suggest “Edit Individual Documents” This will take your excel data and place each line of data in a separate label. It will also create and open you into a new working document which you can proof before printing, then edit further, and save.
Remember to Save both Files
Your Merged Data Document and
Your Original template Document.