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How to Mail Merge
- Create the source information in Excel. Use comprehensive headers and set the print range for your data area. Save this document where you can find it again.
- Create your target document in Word. Click on Tools, then Mail Merge. With the first button select what you are going to create (labels, letter etc.).
- With the second button – Get Data Source – click to open data source (the Excel document will open in the background). A pop up should ask you for the Print Area or Entire Document. Choose Print Area.
- Now you are ready to insert merge fields. Under your tool bar at the top will be the "Insert merge field" icon.
- Click and the drop down should have your headers from the Excel spreadsheet (such as name or address).
- Add fields in the appropriate area of the document. Remember to put spaces and commas (such as between town/city and state/county).
- Now click Tools, Mail Merge and click the third button, Merge, and then click Merge again. A new "merged" document will be created so if all doesn't look perfect go to Window and select the source document and made edits and "re-merge".
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