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    Mail Merge Steps

    Uploaded by

    Larry Siga-an Concepcion
    Mail merge allows users to create multiple customized documents from a single template. It works by combining a template document with an external data source, such as an Excel spreadsheet, to automatically populate fields with information from the data source. This allows users to generate individualized documents like certificates or letters without having to manually enter data for each one. The process involves linking a template document to a data source, selecting which fields to populate, and then generating and printing the merged documents.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    Mail Merge Steps

    Uploaded by

    Larry Siga-an Concepcion
    111 views5 pages
    Mail merge allows users to create multiple customized documents from a single template. It works by combining a template document with an external data source, such as an Excel spreadsheet, to automatically populate fields with information from the data source. This allows users to generate individualized documents like certificates or letters without having to manually enter data for each one. The process involves linking a template document to a data source, selecting which fields to populate, and then generating and printing the merged documents.

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    Mail Merge Steps.pptx

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    Mail merge allows users to create multiple customized documents from a single template. It works by combining a template document with an external data source, such as an Excel spreadsheet, to automatically populate fields with information from the data source. This allows users to generate individualized documents like certificates or letters without having to manually enter data for each one. The process involves linking a template document to a data source, selecting which fields to populate, and then generating and printing the merged documents.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    111 views5 pages

    Mail Merge Steps

    Uploaded by

    Larry Siga-an Concepcion
    Mail merge allows users to create multiple customized documents from a single template. It works by combining a template document with an external data source, such as an Excel spreadsheet, to automatically populate fields with information from the data source. This allows users to generate individualized documents like certificates or letters without having to manually enter data for each one. The process involves linking a template document to a data source, selecting which fields to populate, and then generating and printing the merged documents.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 5

    MAIL MERGE

    Mail merge is a software toolkit that is used to


    produce multiple documents with a given
    template, editing the basic information that is
    supplied by a structured dataset. A sample output
    are certificates od attendees in a seminar. Instead
    of manually and individually inputting
    information, it is automatically generated when
    using Mail Merge. The template of the certificate
    should, of course, be uniform, but the names
    should customized for every individual.
    Steps in Mail Merge:

    1. Create a spreadsheet containing your information and make sure that the labels are written in the first row.
    2. Indicate the source of information in your word processor.
    a. On the upper part of the word processor, click the Mailings tab.
    b. Under the Mailings tab, click the Select recipients option.
    c. Then under the Select Recipients option, click Use Existing List.
    3. Select the spreadsheet file you’ve created in step 1.
    a. Browse the directory where you saved the spreadsheet file containing the information you are going
    to use.
    b. Select the spreadsheet file.
    c. Click Open.
    4. Select which sheet in the file contains the information.
    a. Select the sheet that you are going to use as your reference for the information.
    b. Click OK after highlighting the sheet.
    5. Start writing or creating the template that you are going to use.
    a. To include the customized field, select the Mailings tab.
    b. Under the Mailings tab, select the Insert Merge Field option.
    c. From the Insert Merge Field option, select the column name that you want to insert.
    Steps in Mail Merge:
    6. Check the results of the label placement.
    a. After assigning the labels, you can check the result by clicking the Preview Results option under the
    Mailings tab.
    b. Beside the Preview Results option, a text box with number is displayed. Press the Next Record and
    Previous Record buttons to browse between pages.
    7. Implement Rules.
    a. There are instances wherein a customized text should match a certain label value. The Rules option
    can be useful.
    b. On the Rules drop-down box, Select the If…Then…Else option.
    8. Set up the rule.
    a. In the window that will appear, select the column name from the spreadsheet that will be subjected
    to the rule. Then write the rule at the Compare to text box.
    b. Fill up the Insert This Text text box with that will appear if the condition is met.
    c. Fill up the Otherwise Insert This Text text box with the text tat will appear if the condition is not met.
    9. Print the finished product.
    a. In the Mailings tab, click the Finish and Merge option.
    b. Under the Finish and Merge option, click Edit Individual Documents.
    10. Create a new document.
    a. A small window will appear. Select the button ALL and click OK.
    b. A new document will appear with multiple similar pages where the labels’ position are customized.
    c. The generated documents can be saved or printed depending on your preference.

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