The end result is a new document or multiple documents that contains text of main document as well as the information from the data source file. Create the data source (list of information). Slide 4 How do you create a mail merge? Create the main document (letter or form). Mail merge feature creates form letters, reports, envelopes, and labels with ease. Slide 3 Why use the mail merge feature? Merging is a timesaving tool that generates unique, multiple versions of a main document. Produce five Mail Merge documents using five different data source (Word, Outlook, Excel, Access, and Text). Demonstrate using Words Mail Merge Helper. On the Home tab, in the Number group, choose the Number Format (General) box down arrow, and then choose an option in the list.Microsoft Word Mail Merge Creating Mail Merge Documents Using Various Data Sources Slide 2 After completing this course, you will be able to: Define Mail Merge terminology and apply knowledge in functional applications. To preserve numeric data you've formatted as a percentage or as currency during a mail merge, follow the instructions in the "Step 2: Use Dynamic Data Exchange (DDE) for a mail merge" section. When done, save your data source with a new file name.įormat any numerical data like percentages or currency values in any new or existing data source in Excel that you intend to use in a Word mail merge. Mail merge - A free, 10 minute, video training Use mail merge to create and send bulk mail, labels, and envelopes In your mail merge document, you add the symbols before or after the merge fields like this: If you include the symbols, the numbers make more sense. For example, here's how the currency and percentage values look if you omit symbols. Make sure you add the appropriate symbol before or after a merge field. Go to Home, and in the Number group, select the Number Format box down arrow, and then choose an option in the list (such as Text). Leading zeros-for example, 00399-in codes are dropped during a mail merge if they're not formatted as text.Ĭhoose the column that contains the ZIP Codes, postal codes, or other data to be formatted. If not done when imported, format it now. ZIP Codes or postal codes needs to be formatted as text to preserve the data during a mail merge. Format a column of percentages as text if you want to avoid that multiplication factor. If you choose percentage as a category, be aware that the percentage format will multiply the cell value by 100. Format a column with numbers, for example, to match a specific category such as currency. In your Excel data source that you'll use for a mailing list in a Word mail merge, make sure you format columns of numeric data correctly. Save your spreadsheet with a new file name. Data is imported beginning with the named cell address. Caution: The cell address in the Import Data dialog box shows the currently selected cell.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
December 2022
Categories |