Create and print a batch of personalized letters. Email where each recipient's address is the only address on the To line. You'll be sending the email directly from Word.
Creating a Mail Merge Document in Microsoft Outlook 2016 for Windows
Create and send email messages. Envelopes or Labels where names and addresses come from your data source. Create and print a batch of envelopes for mailing Create and print sheets of mailing labels. Directory that lists a batch of information for each item in your data source. Use it to print out your contact list, or to list groups of information, like all of the students in each class. This type of document is also called a catalog merge. Create a directory of names, addresses, and other information. Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information.
Excel spreadsheets and Outlook contact lists are the most common data sources, but if you don't yet have a data source, you can type it up in Word, as part of the mail merge process.
In Microsoft Word for Mac OS X, how do I perform a mail or data merge?
Excel spreadsheet works well as a data source if all data is on one sheet and the data is formatted so that it can be read by Word. For more information, see Prepare your data source in Excel for a mail merge in Word for Mac. Outlook Contact List contains data in a format that can be read by Word. See Use Outlook contacts as a data source for a mail merge.
Word data file is a data source you can create on the fly, within Word. For more information, see Set up a mail merge list with Word.
Excel spreadsheet - An Excel spreadsheet works well as a data source for mail merge if all data is on one sheet and the data is formatted well so that it can be read well by Word. Get LinkedIn Premium features to contact recruiters or stand out for jobs.
Same instructors. New platform. I'm Gini von Courter. In this course I'll show you how to use the Word mail merge feature to quickly and easily create personalized letters, envelopes, labels, and email messages. I'll demonstrate how you can connect Word for Mac to data that you already have stored in Outlook, Excel, or FileMaker Pro and use fields from these data sources and others in your letters or email messages. You'll see how to use rules fields in your primary merge file, so that you can use one file to do the heavy lifting of many different mail merge files and I'll show you how to troubleshoot some of the common issues that arise with mail merge so that you can tweak a file or a few settings and complete your project.
Whether you're new to mail merge, or have already created many merge documents, this course will take you on an ever deeper dive into the power of Microsoft Word for Mac. Thank you for joining me, let's get started. Are you sure you want to mark all the videos in this course as unwatched? This will not affect your course history, your reports, or your certificates of completion for this course.
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To access Lynda. Visit our help center. Word Processing. Preview This Course. You can create multiple documents at once that are largely identical, and save personalized sections. In this course, discover how to use this popular feature to quickly build customized documents. Gini von Courter takes a deep dive into mail merge, showing how to efficiently create personalized letters, envelopes, labels, and even email messages. She explains how to connect to data sources in Excel, create new data sources, and add attachments to merged email messages.
Plus, she covers how to troubleshoot mail merge issues, use rules like If…Then…Else for advanced mail merges, and more. If you want to apply formatting such as italics, bold, or underline, you must do so in Word. If you're viewing the document with fields, select the double arrows on both sides of the field where you want to apply the formatting.
If you're viewing the merged data in the document, highlight the text you wish to change. Any formatting changes are carried throughout all the merged documents, not just the individual one. This button works like a toggle switch, so if you want to go back to viewing just the fields and not the data they contain, press it again. Before you merge the documents, preview them all, or as many as you can, to verify that everything merged correctly. Pay particular attention to punctuation and spacing around the merged data.
Whichever method you choose, you are presented with a dialog box where you can tell Word to merge all records, the current record, or a range of records. Share Pin Email. A pro journalist who covers technology and computer troubleshooting, and who uses word processing programs daily. Updated August 17, Organize the Spreadsheet Data. Create a Header Row. Put All Data on a Single Sheet. Choose the kind of merge you want to run from the drop-down list. Find your Excel file, then press Open.