Once selected, the Insert Merge Field dialog box appears as we can see. For this post I have selected the More Items command. We can Insert one of the following: Address Block, Greeting Line, Electronic Postage and More Items. Click A Location in the Document and Then Click One Of The Items Below. Because we already have written our Letter and configured it to be the Main Document of the Mail Merge, we proceed To Add Recipient Information To Our Letter. In the next step of the Wizard name Write Your Letter we are notified with the following: If We Have Not Already Done So, Write Your Letter Now. Once we have finished with Editing the Mail Merge Recipient List, we just press the Ok button at the bottom right corner of the dialog box.Īt the bottom of the Mail Merge Task Pane, we can see that we are Step 3 of 6 and that the Next Step is Write Your Letter, where we just press it to move on to the Next Step.
#How to do mail merge in word and excel for mac how to
In a future post of mine I will describe How To Edit and Create Mail Merge Recipients. The Name of the Data Source and the Fields that I have for my Recipient List which are: Last Name, First Name, Company Name, Address Line and Email Address. Here we can see the following Fields of our Data Source. Once we select the command Edit Recipient List, the Mail Merge Recipients dialog box appears as we can see in the image below.
We can also sort, filter, find and remove duplicates and validate addresses on the list. Here we can make changes to our Recipient List or pick specific people to receive the Mailing. For us to do that, we must select the Edit Recipient List command which is in the middle of the Mail Merge Task Pane. Once the Data Source for the Recipients has been selected, we can double check the Data Source just in case we want to Add – Remove or Edit it. Here, we must navigate and locate the File that we want to use as a Data Source and then press the Open button. Once selected, the Select Data Source dialog box appears as shown. Once activated, in the middle of the Task Pane and under the area Use An Existing List, I must select the Browse button. Because I already have a Recipients List, I activate the Use An Existing List check box. We have the options to Use An Existing List, Select From Outlook Contactsor Type An New List. In the Step 3 of the Mail Merge Wizard, we must now Select our Recipients.
At the bottom of the Mail Merge Task Pane, we can see that we are in Step 2 of 6 and that the Next Step is Select Recipients, where we just press it to move on to the Next Step. Once we have selected Use The Current Document, we are notified that we Start From The Document Shown Here And Use The Mail Merge Wizard To Add Recipient Information. The other two options are Start From A Template and Start From Existing Document. Since we already have created our Main Document, in the Next Step of the Wizard which is named Select Starting Document we just activate the check box at the left of the command Use This Current Document. At the bottom of the Mail Merge Task Pane, we can see that we are in Step 1 of 6, and that the Next Step is Starting Document, where we just press it to move on. For this post I have activated the Letters as Type of the Document. We are asked What Type Of Document Are You Working On? We can select from Letters, E-Mail Messages, Envelopes, Labels and Directory just by activating the check box at the left of each type. Once selected, the Mail Merge Task Pane appears at the right. Once we select the Start Mail Merge button, the drop-down menu appears where we select the command Step By Step Mail Merge Wizard. Word Will Create A Copy For Each Recipient And Replace Those Fields With That Person’s Info. You Can Insert Fields Like Name Or Address. Here we are notified with the following: Create One Document And Send It To Multiple People. We must select the Mailings tab of the ribbon and from the left we locate the area named Start Mail Merge.
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