Excel spreadsheets and Outlook contact lists are the most common data sources, but if you don't yet have a data source, you can type it up in Word, as part of the mail merge process. Excel spreadsheet works well as a data source if all data is on one sheet and the data is formatted so that it can be read by Word. For more info, see Prepare your data source in Excel for a mail merge in Word for Mac. Outlook Contact List contains data in a format that can be read by Word.
See Use Outlook contacts as a data source for a mail merge. Word data file is a data source you can create on the fly, within Word. For more info, see Set up a mail merge list with Word. Create envelopes by using mail merge in Word. Create and print labels using mail merge. If you have the Word desktop application, open the document there and perform a mail merge there. Data sources Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information.
Excel or Outlook If you know you'll be using Excel or Outlook as the source of your data, see: Mail merge using an Excel spreadsheet Use Outlook contacts as a data source for a mail merge Document types Word provides tools for incorporating your data into the following kinds of documents. Follow the links for details about each type: Letters that include a personalized greeting. Create and print a batch of personalized letters Email where each recipient's address is the only address on the To line.
Create and send email messages Envelopes or Labels where names and addresses come from your data source. Create and print a batch of envelopes for mailing Create and print sheets of mailing labels Directory that lists a batch of information for each item in your data source. See Use Outlook contacts as a data source for a mail merge Word data file is a data source you can create on the fly, within Word. Notes: You can import information from your Excel spreadsheet by importing information from a comma-separated value.
Choose OK. Use mail merge to create and send bulk mail, labels, and envelopes Mail merge - A free, 10 minute, video training Discover more Word training at LinkedIn Learning.
Connect and edit the mailing list Connect to your data source. Choose Edit Recipient List. Select OK. Add the field you want. Repeat steps 1 and 2 as needed.
Need more help? Join the discussion. Was this information helpful? Yes No. Thank you! Any more feedback? Before labels can be made, the names and addresses must be stored in a CSV file or another format that can be imported using Mail Merge. Once a CSV file is prepared, the steps below can be followed to create labels using a mail merge. If your label product number is not listed, you can often download the template for your labels from the manufacturer's website.
More Information A mail merge is used to create form letters, mailing labels, envelopes, directories, and mass e-mail message and fax distributions. To complete the basic mail merge process, you must do the following: Open or create a main document. Use one of the following methods to use mail merge in Word: Use the Mail Merge toolbar. Click the Commands tab.
Click Customize. Click Add , and then OK. For more information about how to move the insertion point, click the following article number to view the article in the Microsoft Knowledge Base: Cannot move insertion point when you insert merge field Q3: The Select Data Source Dialog Box always uses the My Data Sources folder when you click Browse to Open a Data Source.
For more information on how to obtain quick access to your mail merge address lists, click the following article number to view the article in the Microsoft Knowledge Base: "My Data Sources" is always displayed in the Select Data Source Look In list in Word Q4: How do you create and print form letters? For more information on how to mail merge to form letters, click the following article number to view the article in the Microsoft Knowledge Base: How to use mail merge to create form letters in Word Q5: How do you perform a mail merge to an e-mail message?
For more information on how to mail merge to multiple e-mail recipients, click the following article number to view the article in the Microsoft Knowledge Base: How to use mail merge to create e-mail messages in Word Q6: Can you use a Merge field in the Subject box of an e-mail message? For more information on how to mail merge addresses to print directly on envelopes, click the following article number to view the article in the Microsoft Knowledge Base: How to use mail merge to create envelopes in Word Q8: How do you perform a mail merge to labels?
For more information on how to mail merge information to labels, click the following article number to view the article in the Microsoft Knowledge Base: How to use the mail merge to create mailing labels in Word Q9: How do you add a graphic or logo to my labels? A9: In your label mail merge main document, to add the graphic or logo that you want to the first label, use the following methods: In Word , point to Picture on the Insert menu, and then click From File.
To insert the graphic or logo to the label, use one of the following methods: On the Mail Merge toolbar on the View menu, point to Toolbars , and then click Mail Merge , click Propagate Labels. For more information on how to add a graphic or logo to labels, click the following article number to view the article in the Microsoft Knowledge Base: How to add a graphic or logo to every label in Word Q Why is there only one page of labels on the screen when you preview a merged document?
For more information on how to mail merge information as a directory or catalog, click the following article numbers to view the articles in the Microsoft Knowledge Base: How to use mail merge to create a directory in Word How to use mail merge to create a list sorted by category in Word Q Why is the Merge to Fax option not available for a mail merge? For more information on Merge to fax, click the following article numbers to view the articles in the Microsoft Knowledge Base: How to use mail merge to create faxes in Word and in later versions of Word Merge to Fax command is unavailable on Mail Merge toolbar Q How do you create an Address list for a mail merge?
For more information about creating an address list for a mail merge in Word, click the following article number to view the article in the Microsoft Knowledge Base: How to design and set up a mail merge address list in Word Q Can I perform a mail merge with a datasource that is located on an http location? For more information, click the following article number to view the article in the Microsoft Knowledge Base: How to use the Cdosys. Need more help? Expand your skills. Get new features first.
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