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Note: Using these steps the main document and data source can be created and modified in more than one editing session. Use the Mail Merge Helper to open, modify and merge the main document and data source. Create the data source (using a MS Word table or a MS Excel spreadsheet).Ģ. The most efficient way of performing a mail merge is:ġ. You can collect the merged information into a new document to be reviewed and printed later, or you can send the documents directly to a printer. Each record (or row) of the data source produces an individual mailing label with the personalized information of the recipient. ![]() The Mail Merge process reads data from one record (or row) of the data source and inserts values from it into the appropriate merge fields in the main document. The main document contains merge fields, which are place holders that tell Microsoft Word where to insert data from the data source. The data source contains text specifying names and addresses to be used on the mailing labels. ![]() The main document contains text arranged into standard mailing label formats.Ģ. The Mail Merge Helper assists you in the creation of labels using two data files:ġ.
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