HOW TO USE WORD AND EXCEL FOR FREE ZIP

Add a column to your excel spreadsheet that contains the email address to send each merged letter to. NOTE: A mail merge can just as easily be an email merge. If you plan to reuse it in the future, save it and it will stay connected to your data source. Once closed the mail merge template will still be open. When you are done working with your merged documents, save and close it as you would any other Word document. You will now have a separate letter for each of the rows on the excel document which you can print, email, etc. A ‘Merge to New Document’ pop-up box will appear, choose ‘OK’. Edit Individual Documents, Print Documents and Send Email Messages) choose ‘Edit Individual Documents’. On the Mailings tab, choose the ‘Finish & Merge’ button, a list of different types of merges will drop down (i.e. Step 5: Merging and Saving your mail merge To move through the records in your data source and view how they will appear in the document choose the right arrow to advance or the left arrow for the previous record. The merge fields will be populated with the data on the first row of your excel document. On the Mailings tab, choose ‘Preview Results’. Step 4: Previewing the mail mergeĪfter you insert the merge fields you want you can now preview the results to confirm that the document is set-up the way you want. Repeat step 3 for each of the fields you want to merge and choose Close when done. The highlighted field will be replaced with the merge field (i.e. Choose the appropriate field you want to merge and choose Insert. On the Mailings tab, choose the ‘Insert Merge Field’ button, a list of the column headers on your saved excel document will drop down (i.e. On your Word document, highlight the field you want to populate with the data from Excel. You can insert one or more mail merge fields that pull the information from your spreadsheet into your document. You will notice menu items are now active that were not previously NOTE: Now the Excel spreadsheet is connected to the mail merge document you’re creating in Word. Now choose the ‘Select Recipients’ button and choose ‘Use an Existing List’īrowse to find your Excel spreadsheet you previously saved, and then choose ‘OK’. choose the kind of merge you want to run. On the Mailings tab, choose the ‘Start Mail Merge’ button, a list of different types of documents will drop down (i.e. In Word, open the existing file and press the ‘Mailings’ tab in the main menu. When creating a mail merge you have the ability to use an existing document/letter.

Changes or additions to your spreadsheet are completed before it’s connected to your mail merge document in Word.

The Excel spreadsheet to be used in the mail merge is stored on your local computer.

HOW TO USE WORD AND EXCEL FOR FREE ZIP

All data entries with percentages, currencies, and zip codes are correctly formatted in the spreadsheet so that Word can properly read their values.All data to be merged is present in the first sheet of your spreadsheet.Make sure the column names on your spreadsheet match the field names you want to insert in your mail merge.Here are some tips to prepare your data for a mail merge: You’ll use your Excel spreadsheet as the data source for your recipient list.

The most important step in the mail merge process is to set up and prepare your data. If you have a different version of Word, there may be some slight differences however, the same basic program flow should apply. NOTE: The examples shown below contain sample screen shots from Microsoft Word 2016. There are three documents involved in the mail merge process: Performing a Mail Merge is a great way to generate personalized letters or emails.

How to use word and excel for free