Create form letters
Step 1: Open or create the main document
- Do one of the following:
- On the Tools menu, click Mail Merge.
- Under Main document, click Create, and then
click Form Letters.
- Click Active Window.
The active document becomes the
main document.
Step 2: Open or create the data source
- In the Mail Merge Helper dialog box, do one of the
following:
-
Create a new data source. Use this method if you haven't already stored
the names, addresses, and other data in a
data source, and want to store the data in a Word table.
- Use data in an existing data source. Under Data source,
click Get Data, and then click Open Data Source. Select a
Microsoft Word document, or a worksheet, database, or other list, and then
click Open. Click Edit Main Document.
- Use addresses from an electronic address book. Under Data
source, click Get Data, and then click Use Address Book.
Select an address book, and then click OK. Click Edit Main
Document.
Step 3: Edit the main document and insert merge fields
- In the main document, type the text that you want to appear
in every form letter.
- Insert
merge fields where you want to merge names, addresses, and other data from
the data source. To insert a merge field, click in the main document, click
Insert Merge Field on the Mail Merge
toolbar, and then click the field name you want.
For more information, see
tips on inserting merge fields.
- After you complete the main document and insert all of the
merge fields, click Save As on the File menu. Name the document,
and then click Save.
Step 4: Merge the data into the main document
- On the Tools menu, click Mail Merge.
- If you want to specify the order in which data is merged, or
to merge only part of the data, then you can
sort and select data records to merge.
- If you want to see how the merged data will appear, then you
can
preview the merged documents.
- In the Mail Merge Helper dialog box, click Merge
under Merge the data with the document.
- If you want to check the data source for errors before you
merge, click Check Errors. Choose an option, and then click OK.
- Do one of the following:
Here are some instructions. You can start with Step B with the attached
MergeAvery5162.doc
A. To create a Mailing Label Document
1. Have the Excel spreadsheet of names and addresses ready, filling in any gaps.
2. The Excel sheet should have a range called "Database" from top left to lower
right.
3. Go in to Word
4. File, New, Letters & Faxes, Mailing Label Wizard, OK
5. Select "Create labels for a mailing list"
6. 1) Main document, Create, Mailing Labels
2) Data Source, Get Data, Open Data Source, Files of Type: MS Excel Worksheets
(*.xls)
Select MyMailingList.xls
7. Select the Database range
8. Select Set Up Main Document
9. Select a label Product Number, such as Avery 5162
10. Insert the Merge Fields
<First_Name> <Last_Name>
<Address_1>
<Address_2>
(Your file did not use City, State, or Zip)
This creates the MergeAvery5160.doc
B. To use the Mailing Label Document
You can open this, then select the "Merge..." button
Merge in to a New Document.
You can do fine tuning.
Then Print