Using Microsoft Word’s Mail Merge Features

Using Microsoft Word’s Mail Merge Features Lunch and Learn: March 15, 2005

Basic Overview • Word’s Mail Merge functions enable you to be more productive and take away some of the time-consuming repetition in your projects. • Common uses are: • Labels • Form letters • Envelopes • Ultimately, you only need two things: • Source data • Target destination

Basic Overview • For the purposes of this workshop, we will be using the process for labels. Options offered for envelopes, letters and other mail merge paths are very similar to those for labels.

Label Example • Turn on the Mail Merge Wizard.

Label Example • See the Task Pane to the right of the window. • Note the elements: • Options at the top/middle • Navigation at the bottom

Label Example • Select a document option: • Change document layout(pick label type first) • Start from existing layout(use a different document) • Click the Label options link.

Label Example • Set label options and click the OK button.

Label Example • Click the Next link to proceed to Step 2.

Label Example • Identify a data source file. Assuming it exists elsewhere, click the Browse link to find the file. • Data Source files include: • Access databases • Excel workbooks • Tab-Delimited text files • And more…

Label Example • Respond to any data source program-specific windows that may pop up. Excel, for example, asks you to select among worksheet names.

Label Example • Sort or filter as needed and then click the OK button. Sort by clicking the gray column header. Filter by clicking the drop-down arrow and selecting options.

Label Example • Click the Next link to proceed and arrange your labels.

Label Example • Note that you have many options on the page. For line-item control of selecting and placing your data fields on the labels, click the More Items link.

Label Example • Note the new window, which contains all of your data field names. • Place an individual field into your label by selecting the field name and then clicking the Insert button.

Label Example • Use the top-left label in your document as the template. (We’ll worry about the others later). • Place your cursor in the table cell and type any text that is not part of a data field. • Add field names in place of the data they represent.

Label Example • Click the Update All Labels button to copy your initial cell to all of the other labels.

Label Example • Click the Next link to preview your labels.

Label Example • Review your labels to see that most or all appear as you would like. • Click the Next link to complete the merge.

Label Example • Choose whether to send your labels directly to the printer (Print link) or review your labels as a separate document (Edit link). • Note that you have much more control if you choose the Edit option.

Label Example • Click the Edit link. • Select which data records you would like to include. (Most situations call for you to include all records.) • Click the OK button.

Label Example • Edit and format your document however you see fit. • Save your document if you may need it again in the future.

Using Microsoft Word’s Mail Merge Features