![]() ![]() In the following example, note that the field names are in the first row of a Word table which will be used as a source: Select Recipients appears on the Mailings tab in the Ribbon: In delimited files, the field names and data are separated by a delimiter such as a comma or tab. You can also use a comma or tab delimited file as long as the first line in the document contains field names. In a Word source file, there cannot be any paragraphs above the table or data. For Word tables and Excel spreadsheets, the first row in the table or worksheet must contain field names such as FirstName, LastName, Company, Address and so on. The source file can be a Microsoft Word document containing a table or delimited data, Excel worksheet or even a table or query in a database such as Microsoft Access. The next step is to connect to a source file containing a list of names and addresses using Select Recipients. Step 2: Select the source file containing the data set At this point, you may want to insert other components such as a date, the body of the letter and a signature. By default, Word uses the current document. From the drop-down menu, select the type of document you want to create.Click the Mailings tab in the Ribbon and then click Start Mail Merge in the Start Mail Merge group.Create a new blank document or open a Word document containing a sample letter.To start the merge and specify the main document as a form letter: The first step in the mail merge process is to start the merge using Start Mail Merge on the Mailings tab in the Word Ribbon: Step 1: Start the merge and specify the main document In this article, we'll be using the Mailings tab in the Ribbon to set up and run a mail merge (not the Mail Merge Wizard): When you run the merge, the fields are replaced by data from the source file. ![]() By default, when you click in a field, it is displayed with grey shading.
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