When was mail merge invented




















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Show More. Views Total views. Actions Shares. No notes for slide. Mail merge 1. When performing a Mail Merge, you will need a Word document you can start with an existing one or create a new one and a recipient list, which is typically an Excel workbook. To use Mail Merge: 1. Open and existing Word document, or create a new one. The Mail Merge pane appears and will guide you through the six main steps to complete a merge. The following example demonstrates how to complete a form letter and merge the letter with recipient list.

Step 1: Choose the type of document you wish to create. In our example, we will select Letters. Then click Next: Starting document to move to Step 2.

Step 3: Now you'll need an address list so Word can automatically place each address into the document. The list can be in an existing file, such as an Excel workbook, or you can type a new address list from within the Mail Merge Wizard. From the Mail Merge task pane, select Use an existing list, then click Browse Step 3: 2.

Locate your file and click Open. Step 3: 3. Preview the stock certificate s , and if necessary, click Edit Recipient List to make add or remove recipients. In the final task pane, click Print to merge and print or Edit Individual Letters to merge and print later. This is not part of the original chapter but is simply miscellaneous observations about problems that i have addressed.

When you merge to a new document letter or envelope merge what you get is a document with multiple records and no merge fields, an ordinary Word document. Well, sort of. For those not familiar with the idea, each record is in a separate Section of the document.

When you want to print this you need to specify the section and page rather than simply the pages. Pagination usually restarts with each record. My usual work-around is to go to the page I want to print and print the current page.

This works, but is a pain if you have a number that need printing. For Page x of y construction in general see page numbering in one of the chapters on Sections. When you merge to a new document with a letter merge, each record creates a new document Section in the single document that results. If you use the traditional Page x of y construction in your headers or footers you will end up with a total of all the pages as your "y" number. Here is an screenshot from the header of a result document from a 5-page Main Document merged to 6 records.

If your Main Merge Document already has multiple sections, you would have to use Field math to construct your "y" number. See How to control the page numbering in a Word document by Bill Coan. A workaround is to simply type the number of pages in your Main Word Document as a number rather than a field. In the example shown above, the "y" would be a typed "5" rather than a field.

This only works, though, if the number of pages is the same from each record. This is usually the case. I just learned that if you have different types of data in a field in different records it can be a problem if the change in type doesn't occur until after the first records. In particular, if a field usually contains numeric data but occasionally has text, and if there is no text in the first records in that field, Word will interpret it all as numeric and return a blank or 0 as the value of text in later records.

A solution is to use a dummy record at the beginning that has text in the field. This came up on the Microsoft Answers site. Copyright , Microsoft Corporation. Copyright , , Charles Kyle Kenyon See information about copy permission.

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Your placing a link to this site will not affect the decision on whether to add your link, though. Word Identify Components of the Mailings Tab. Use the Mail Merge Wizard.

Skip parts of your merge if a field is empty. Troubleshoot mixed data types from Excel. Word for Law Firms and Lawyers. Word 97 for Law Firms also at Amazon. Word for Law Firms also at Amazon. Word X for Law Firms also at Amazon. Data Sources. Use Outlook Contacts as a Data Source. Mail Merge Using an Excel Spreadsheet. Sort and Filter Data for a Mail Merge. Document Types. Email Messages. Fields and Rules. Mail Merge Fields. Set the Rules for a Mail Merge. Videos on Mail Merge from Microsoft - for Word but applicable to all Ribbon versions, useful for earlier versions as well.

Mail merge emails - Lynda. Document Splitter by Greg Maxey - addin to break document into component documents. Word mail merge: A walk through the process - Microsoft tutorial Mail Merge [for Dummies] in Word MailMerge Links. MailMerge with an Excel Spreadsheet - Microsoft. Mail Merge Letters - video. Word MailMerge Tutorial - Microsoft. Mailmerge Data Format Problems.

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