step by step mail merge from excel to word

Step by step mail merge from excel to word how to#
Step by step mail merge from excel to word update#

The Mail Merge templates are going to open up the world of mail merge technology to legions of Word users who before just didn’t get it. The most obvious difference between templates in Word 2000 and Word 2002 is that the Office 97 Templates tab has been replaced by Mail Merge. The Word 2002 templates are organized into categories similar to those of past versions, including: To view template options in Word 2002, go to File | New and click the General Templates link in the New Document pane.Ĭlick on the General Templates link, and Word 2002 will display the Templates dialog box.

Of note, your most recently used documents will appear under the section Open A Document. This is the same pane that appears when you go to View | Task Pane.

Office 97 Templates (If your machine ever had Office 97 installed on it, you may have this tab.)īy contrast, when you go to File | New in Word 2002, the New Document pane is added to your document window, with the basic options shown in Figure A.

In a typical Word 2000 installation, the templates are organized under the following eight or nine tabs: In previous versions of Word, the New dialog box appears. If you’ve upgraded to Word 2002, you’ll want to be sure to take advantage of the new templates available in that version.įor the uninitiated, you can find out what templates are available, regardless of the version of Word you use. Smart Word users know they don’t have to create every document from scratch-at least not when they can open and customize one of Word’s built-in templates for common document types. Make mail merge easy with Word 2002s templates All Rights Reserved.Step-By-Step: Mail merge is easy with Word 2002’s new templates The drop-down contains the commands: Edit Individual Documents, Print Documents and Send E-mail Messages. You can even simulate the merge and report errors in a new document.įinish & Merge - Drop-Down.

Step by step mail merge from excel to word how to#

This allows you to simulate the mail merge and to specify how to handle any errors that occur during mail merge.

Displays the 'Checking and Reporting Errors' dialog box. Last Record - View the last record in the recipient list.įind Recipient - Displays the 'Find Entry' dialog box to search for a particular text entry.Īuto Check for Errors - (Alt + Shift + K). Next Record - View the next record in the recipient list. Go to Record - View a specific record in the recipient list. Previous Record - View the previous record in the recipient list. Toggles the merged fields in your document with actual data from your recipient list.įirst Record - View the first record in the recipient list. Preview Results - This is disabled when there are no fields in your document. Updates all the labels in the document to be consistent with the first label.

Step by step mail merge from excel to word update#

Update Labels - Only enabled when creating labels. Match Fields - Displays the 'Match Fields' dialog box allowing you to match the required fields with the recipients list. The drop-down contains the commands: Ask, Fill-in, If-Then-Else, Merge Record, Merge Sequence, Next Record, Next Record If, Set Bookmark, Skip Record If. Lets you add decision making rules to the mail merge. The drop-down allows you to quickly insert a merge field just by clicking on it in the list and contains the commands: Title, First_Name, Last_Name, Company_Name, Address_Line_a, Address_Line_2, City, State, Zip_Code, Country_or_Region, Home_Phone, Work_Phone, Email_Address. The button displays the 'Insert Merge Field' dialog box. Insert Merge Field - Button with Drop-Down. Lets you add a greeting line to your document. Greeting Line - Displays the 'Insert Greeting Line' dialog box. This allows you to customise how the address will be inserted. This makes is easy to see what will be replaced.Īddress Block - Displays the 'Insert Address Block' dialog box. Highlight Merge Fields - Highlights all the fields in the active document that have been inserted. These commands are only available when you are in a mail merge document. You will have to save this list as a Microsoft Office Address List (.mdb).Įdit Recipient List - Displays the 'Mail Merge Recipients' dialog box allowing you to change or filter the list of recipients. Type New List displays the 'New Address List' dialog box. The drop-down contains the commands: Type New List, Use Existing List and Select from Outlook Contacts. The 3 options are from step 3 of the wizard. Displays the 'New Address List' dialog box. Creates a from letter which you intend to email or print multiple times sending each copy to a different recipient. The drop-down contains the commands: Letters, E-mail Messages, Envelopes, Labels, Directory, Normal Word Document and Step-by-Step Mail Merge Wizard.

Labels - Lets you create and print labels. This tab contains everything needed to complete a successful mail mergeĮnvelopes - Lets you create and print envelopes.