![]() The first step is to have all the unique information for each recipient called a Field Name, such as the name, address, and salutation. Once you have gathered the information for the data source, Word will handle combining the documents for each guest. There are two components to a mail merge letter the main document and the data source, such as the names and addresses of the individuals invited to the event. Using the Mail Merge Feature in Microsoft Wordįor this example, I will create a document inviting friends to an event. For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge.Note: This was written using Word 2016 but the instructions should be similar on modern versions of Word in Microsoft 365 (formerly O365). Connect and edit the mailing listĬonnect to your data source. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. ![]() ![]() Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your Excel spreadsheet for a mail merge. ![]()
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