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Microsoft Word: Mail Merge
Mail merge is an operation performed within a word processor in order to combine generic information and layout in the word processing document with specific data that is stored in another document, usually a table, spreadsheet, or database. Mail merge can be used for a variety of situations, including:

To access the Mail Merge Wizard:
  1. Go to the Tools menu.
  2. Select Mail Merge.
View process for merging mailing labels

View process for merging form letter
View process for merging a catalog

Mail Merge 1: Mailing Labels

Step 1: Set up your document (OPEN A BLANK DOCUMENT)

  1. Under Main document, click Create then Mailing Labels.
  2. Click Active Window.
Step 2: Getting the data source
  1. In the Data Source section, click on Get Data.
  2. Select Set Up Main Document.
  3. Select the label type.  If you don't see the Label Options dialog box, click anywhere in the main document, and then click Mail Merge under the Tools menu. 
  4. Under Main document, click Setup. Select the type of printer and labels you want to use, and then click OK
  5. In the Create Labels dialog box, insert merge fields where you want to merge addresses from the data source.
  6. To insert a merge field, click Insert Merge Field, and then click the field name you want. Click OK.
Step 3: Merge the data with the main document
  1. Merge to: New document
  2. Click Merge
View an example:
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Mail Example Merge 2: Create Form Letter
Step 1:  Set up your document
  1. Under Maindocument, click Create then Form Letters.
  2. Click Active Window
Step 2:  Getting the data source
  1. In the Data Source section, click on Get Data.
  2. Change the Files of Type drop down to MS Excel Worksheets (.xls).
  3. Select the Excel spreadsheet that you are using.
  4. On the Microsoft Excel dialogue box select EntireSpreadsheet.  Click OK.
  5. Edit the main document and insert merge fields. 
  6. Insert merge fields where you want to merge names, addresses, and other data from the data
    source. To insert a merge field, click in the main document then Insert Merge Field on the
    Mail Merge
    toolbar, and then click the field name you want.
Step 3:  Merge the data with the main document
  1. Merge to: New document.
  2. Click Merge
View an example:
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Mail Merge 3: Catalog
Step 1:  Set up your document
  1. Under Main document, click Create --> Catalog.
  2. Click Active Window.
Step 2:  Getting the data source
  1. In the Data Source section, click on Get Data.
  2. Change the Files of Type drop down to MS Access database (mdb, mde).
  3. Select the Access database that you are using.
  4. On the Microsoft Access dialogue box select the table you wish to use.  Click OK.
  5. Select Edit the Main Document.
  6. Insert merge fields
  7. In the main document, type any text that you want to repeat for each item in the catalog
Step 3:  Merge the data with the main document.
  1. Merge to: New document
  2. Click Merge
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