You can use one of Word’s mail merge templates. If you start with a template, you can use the fields that are already in place when you merge your data. If you start from scratch, you can use the mail merge wizard to guide you through the process, step by step. My boss reminds me of this Stephen Covey phrase whenever she sees my puzzled look indicating “I don’t know where to start.” Word gives you a range of choices for the type of merge document you want to create. Go to the “Mailings” tab and then click “Start Mail Merge” to see your choices. The first choice, “Letters,” is the most common, but you can also create labels, envelopes, email messages, and even a directory you can use for an employee roster, a product listing, a course catalog, or something else that fits your needs. Before you begin the mail merge process, look at the data and get an idea of the fields (e.g., First Name, Last Name, Product) you’re likely to use in the merge process.
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