If the current record's membership type value is I, print Individual.If the current record's membership type value is Fr, print Family.If the current record's membership type value is F, print Family.The IF field only looks complex, but its purpose is simple: If you prefer, click Preview results in the Preview results group to review the merge before you commit it to finished documents.įigure E: The merge generates four letters, ready to save or print. Then, run the merge as you normally would by clicking Finish & Merge in the Finish group. Either way, replace the > merge field with the IF fields above, as shown in Figure D. In this case, we're using the following nested IF fields: In a nutshell, they're pre-programmed codes similar to the merge fields you inserted earlier. This next bit might feel like unchartered waters if you're not familiar with Word fields. If you run the merge as is, the membership type merge field will return F, Fr, and I, which you'll probably want to avoid. So, let's replace that merge field with an IF field that can turn that meaningless data into something the members understand. However, the membership details in the Excel workbook-F, Fr, and I-might not mean anything to the new members. You can get around the lack of a pre-defined mapping field by inserting an unmapped merge field-so don't forget to insert both of those fields before you continue.Īt this point, all of the merge fields are in place, and you could run the merge. The pre-defined map is a shortcut that you'll want to take advantage of when possible, but it won't always have every field you need. There are no pre-defined fields for the membership number and membership type, but don't worry about that. Use Figure B as a guideline for completing the mapping process.įigure C: Replace the placeholders with merge fields. Word will match a few of the items for you: City, State, and Zip. To do so, click Match Fields in the Write & Insert Field groups. Now that Word knows what type of merge you're running and where the details are coming from, it's time to map Word placeholders to Excel fields. Then, identify the recipients: Click Select Recipients, choose Use an Existing List, identify the data source (the Excel workbook file), click Open, identify the appropriate sheet, and click OK. Identifying the type of merge is the first step: Click the Mailings tab, in the Start Mail Merge group, click the Start Mail Merge, and choose Letters. The characters in the Word document ( Figure A) denote spots where the mail merge will insert values from the Excel workbook. University of Wisconsin-Eau Claire 105 Garfield Avenue P.O.Figure A: Our mail merge depends on information in an Excel workbook. Make any desired changes in the new document.The merged letters appear in a new, unsaved document.Įach letter is separated by a section break. To save the merged letters as a separate file, from the Data Merge Manager, in the Merge section,.To print the letters, from the Data Merge Manager, in the Merge section,.NOTE: For more information on editing the recipients' information, refer to Working with the Data Source. To preview your merged document, from the Data Merge Manager, in the Preview section, click VIEW MERGED DATAĪ preview of your first recipient appears. To insert variable fields, from the Data Merge Manager, in the Merge Field section, click and drag the appropriate field to your main document If you have not already done so, write your letter Locate and select the file you will use for your list In the Data Source section, from the Get Data pull-down list, select Open Data Source. In the Main Document section, from the Create pull-down list, select Form Letters If you need more information, refer to Data Merge Manager: An Overview.įrom the Tools menu, select Data Merge Manager These instructions assume that you have an understanding of the Word Mail Merge process.
Then, using data from a table or external database, you can print that letter with different information for each record in the database or table. Mail Merge allows you to set up one letter (your main document). One popular use of the Mail Merge feature is to create form letters. This article is based on legacy software.
HOW TO DO A MAIL MERGE IN WORD FOR MAC MAC
(Archives) Microsoft Word 2003: Mail Merge: Creating Merged Letters Mac
0 kommentar(er)
