In the Start from existing box, select the document that you want, and then click Open. On the Mail Merge tab, select the template that you want in the Select Template dialog box, and then click OK. You can then either type the letter in the document window or wait until the wizard prompts you to do so in a later step. To do this, click Use the current document. Start with the document that is currently shown in the document window. For example, the return address and the salutation in a form letter are the same for each version. The main document contains the text and graphics that are the same for each version of the merged document. The active document becomes the main document. Under Select document type, click Letters. In Microsoft Office Word 2007, click Start Mail Merge in the Start Mail Merge group on the Mailings tab, and then click Step by Step by Mail Merge Wizard. In Microsoft Office Word 2003 and in earlier versions of Word, point to Letters and Mailings on the Tools menu, and then click Mail Merge Wizard.
#Word mail merge how to
For example, in a mailing list, each row might include information about a particular recipient.Ĭreate your Excel data file, and then arrange it by using the fields that you want to use for your letter, as shown in the following sample data file.Īfter you create your Excel data file, save it, and then close the data file.įor more information about how to create a mail-merge address list, click the following article number to view the article in the Microsoft Knowledge Base:Ģ94688 How to design and set up a mail merge address list in Word 2002 and in later versions of Word The first row should contain field names for each column - for example, Title, Salutation, First Name, Middle Name, Last Name, Address1, and Address2.Įach row should provide information about a particular item. Note the following requirements for the data table: The text in an output document can be the same in all output documents, but you can apply formatting to specific documents.īefore you proceed with the Mail Merge Wizard, make sure that your Excel worksheet is well structured for this purpose. The output documents are the result of the mail merge. This database is typically a list of names, addresses, phone numbers, and other categories of personal information. For example, the recipient list is a Microsoft Access database file or an Excel worksheet. The recipient list is a database that contains the data that is to be merged into the output documents. It may contain a letterhead, text, and instructions in merge fields for inserting text (such as recipient names and addresses) that vary from one output document to another. The main document contains the basic text that is the same in all of the output documents. When you use the Word Mail Merge feature, Word merges a main document with a recipient list to generate a set of output documents:
This article explains how to use the Mail Merge feature in Microsoft Word to create and to print form letters by using data from a Microsoft Excel worksheet. Scroll through entries & I hope we are sorted.How to use the Mail Merge feature in Word to create and to print form letters that use the data from an Excel worksheet The DATE field will be showing the date as mm/dd/yyyy REALLY ANNOYINGġ1) Click once on the DATE field (to highlight it)Įnter this text MMM yyyy" so that the field becomes:ġ3) VERY IMPORTANT: Note the lower case dd, UPPERCASE MMM, lower case yyyyġ4) Click preview results until the data shows. I think you are just not following the instructions precisely.ġ) Set up an xlsx file with two headings DATE and DATETEXTĢ) enter the a these 2 dates in the DATE column:ģ) enter this text in the DATETEXT column & don't let it format into a date:Ħ) Click mailings, Start mail merge & letters, Select Recipients & use existing list & select the list you just made & click OKħ) Click Insert merge field & click DATE & then OKĩ) Click Insert merge field & click DATETEXT & then OKġ0) Click Preview Results & jump through the 2 entries. Not sure why Microsoft have made this so complicated. How do you do this Martin? I'm pulling my hair out. The field you selected should now look like this: Step 2: Press Shift+F9 to make the field coding visible. Step 1: select the merge field you want to change. This tutorial will show you how to format date, currency and number properly in word during mail merge.įormatting date properly during mail merge in Wordįormatting currency and number properly during mail merge in Wordīefore we change the format of date, number and currency in mail merge, we need to apply following operations firstly. However, when we merge some mails, we should pay more attention to the format of date, currency and number.
Mail merge is a useful tool to create a set of documents that are essentially the same but where each documents contain unique elements. How to format date, currency and number during mail merge in Word?
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