The new field appears in the Field Names section. In the Type a name for your field text box, type the desired field name The Customize Address List dialog box appears. Adding Fieldsįrom the Address List dialog box, click CUSTOMIZE COLUMNS. You can add or delete field names even after you have merged the data and main documents. In order to do so, you must open the data source.įrom the Mailings tab, in the Start Mail Merge group, click EDIT RECIPIENT LISTįrom the Data sources list, select the desired entry by clicking it once Once your data source has been created, you can continue to make changes to it. To exclude them, deselect the checkbox beside their entry (Optional) To include recipients in the merge, select the checkbox beside their entry The Mail Merge Recipients dialog box appears. In the File name text box, type the desired name for your address list Using the Save in pull-down list, navigate to the desired save location NOTE: The default save location is My Data Sources and the file extension is. The Save Address List dialog box appears. Repeat steps a and b until all of your entries have been made To delete an entry, refer to Deleting an Entry below.To add additional entries, refer to Adding an Entry below.Repeat steps a and b until you are left with the desired data fieldsĬlick OK to return to the New Address List dialog box.To add fields, refer to Adding Fields below.To remove fields, refer to Deleting Fields below.In the appropriate fields, type the desired information for the data source While you can always add or remove fields after creating your data document, it is most efficient to know which fields will be necessary before creating the data document in the first place.įrom the Mailings tab, in the Start Mail Merge group, click START MAIL MERGEįrom the Start Mail Merge sub-menu, select the desired type of starting documentĬlick SELECT RECIPIENTS » select Type New List Creating a New Data Sourceīefore creating the data source document, take a moment to plan out the information you want to include. This document covers the following topics:įor more information on the data source, refer to Mail Merge: An Overview. Mail Merge allows you to specify which individual entries you want to include as well as add and delete data source entries and fields. You may also wish to alter which entries are included from your data source without having to open it, change the appropriate entries, and then save the changes. You can either create a new data source or use a pre-existing source (such as your Outlook Contacts). If you are creating a mailing list, for example, names and addresses will be included in your data source. This contains the information that will vary with each record, such as names or identification numbers. This article is based on legacy software.įor a successful Mail Merge, you will need to establish a recipient list, which is also referred to as the data source. (Archives) Microsoft Word 2007: Mail Merge: Working with the Recipient List
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