If you don't yet have a data source, you can even type it up in Word, as part of the mail merge process. For details about data sources, see Data sources you can use for a mail merge. Mail merge using an Excel spreadsheet.
Use Outlook contacts as a data source for a mail merge. Word provides tools for incorporating your data into the following kinds of documents. Follow the links for details about each type:. Letters that include a personalized greeting. Each letter prints on a separate sheet of paper. 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. 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. 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.
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 info, 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 info, see Set up a mail merge list with Word.
Create envelopes by using mail merge in Word. Create and print labels using mail merge. If you have the Word desktop application, open the document there and perform a mail merge there. Data sources Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information. Excel or Outlook If you know you'll be using Excel or Outlook as the source of your data, see: Mail merge using an Excel spreadsheet Use Outlook contacts as a data source for a mail merge Document types Word provides tools for incorporating your data into the following kinds of documents.
Follow the links for details about each type: Letters that include a personalized greeting. Create and print a batch of personalized letters Email where each recipient's address is the only address on the To line.
Create and send email messages Envelopes or Labels where names and addresses come from your data source. I've tried many things but I'm completely lost here. It just keeps going to the next page and creating a page for each transaction. This thread is locked. You can follow the question or vote as helpful, but you cannot reply to this thread. I have the same question Report abuse. Details required :. Cancel Submit. Previous Next. You may also want to download: the Merging with Attachments document that is also on that page which explains how the system is used.
It is not actually necessary to have separate attachments as the facility can be used to send just the documents created by the merge itself as attachments, either as the body of the message itself or in the form of Word files or.
That document explains how you must set up the Excel Data Source and the Mail Merge Main document to be able to execute a merge with a Chart that is unique to each record in the data source. How satisfied are you with this reply? Thanks for your feedback, it helps us improve the site. Do read the tutorial before trying to use the mailmerge document included with it. I have the addin saved in the right place but only buttons I get are the "Start Merge Process" and "Misc.
When I click "start merge process" I get a dialog box that says fields don't match and I need to use the "clean the worksheet" button. When I click "clean the worksheet" I get a box saying there should be no phantom fields. To my understanding, I have no phantom fields. Where am I going wrong? In reply to macropod's post on May 21, MacroPod, is there anyway I can access your tutorial without signing up for something?
In reply to LukeHigdon's post on May 23, You don't have to register at the site referred to in the second link.