CREATING A LABEL MAIL MERGE IN WORD. TERMS FIELDS RECORDS MERGE CODES.

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CREATING A LABEL CREATING A LABEL MAIL MERGE IN WORDMAIL MERGE IN WORD

TERMSTERMS

FIELDSFIELDSRECORDSRECORDS

MERGE CODESMERGE CODES

FIELD: CONTAINS A SINGLE FIELD: CONTAINS A SINGLE ITEM OF INFORMATION ITEM OF INFORMATION

(NAME, ADDRESS, PHONE#, (NAME, ADDRESS, PHONE#, ETC.ETC.

RECORD: MADE UP OF A RECORD: MADE UP OF A GROUP OF FIELDS THAT GROUP OF FIELDS THAT

RELATE TO A SINGLE TOPICRELATE TO A SINGLE TOPIC

MERGE CODES: PLACED INTO MERGE CODES: PLACED INTO THE MERGE DOCUMENT BY THE MERGE DOCUMENT BY

THE MERGE WIZARD OR FROM THE MERGE WIZARD OR FROM THE MERGE TOOLBAR. TELLS THE MERGE TOOLBAR. TELLS

THE MERGE WHAT THE MERGE WHAT RECORDS/FIELDS TO USERECORDS/FIELDS TO USE

THIS EXAMPLE SHOWS YOU THIS EXAMPLE SHOWS YOU HOW TO CREATE A NAME &HOW TO CREATE A NAME &

ADDRESS FILE IN EXCELADDRESS FILE IN EXCELTHEN CREATE THE MERGE IN THEN CREATE THE MERGE IN

WORD WORD

SETTING UP THE NAME & SETTING UP THE NAME & ADDRESS DATA IN EXCELADDRESS DATA IN EXCEL

ENTER COLUMN HEADERSENTER COLUMN HEADERS(field titles)(field titles)

THEN SELECT THEMTHEN SELECT THEM

NOTE: INCLUDE A FIELD FOR NOTE: INCLUDE A FIELD FOR COUNTRY IF COUNTRY IF

MAILING OUT OF THE U.S.MAILING OUT OF THE U.S.(There can be other fields in your (There can be other fields in your

file…codes, phone #, etc.) file…codes, phone #, etc.)

USING A DATA ENTRY FORMUSING A DATA ENTRY FORMTO INPUT YOUR DATATO INPUT YOUR DATA

(optional)(optional)

CLICK ON DATA THEN CLICK ON DATA THEN FORMFORM

EXCEL WILL PROMPT YOU… EXCEL WILL PROMPT YOU… IF THE FIRST ROW IS IF THE FIRST ROW IS

LABELS NOT DATA THEN LABELS NOT DATA THEN CLICK OKCLICK OK

THE DATA ENTRY FORM WILL THE DATA ENTRY FORM WILL APPEAR ENTER YOUR DATA APPEAR ENTER YOUR DATA

THEN PRESS THE TAB KEY TO THEN PRESS THE TAB KEY TO MOVE TO THE NEXT FIELD MOVE TO THE NEXT FIELD

SAVE DATA OFTENSAVE DATA OFTEN

SAMPLE SAMPLE NAME & ADDRESS FILENAME & ADDRESS FILE

SETTTING UP THE MERGE IN SETTTING UP THE MERGE IN WORDWORD

CLICK ON TOOLS,CLICK ON TOOLS,LETTERS & MAILINGS,LETTERS & MAILINGS,

MAIL MERGEMAIL MERGE

CLICK ON LABELSCLICK ON LABELSTHEN CLICKTHEN CLICK

STARING DOCUMENTSTARING DOCUMENT

SELECTING THE TYPE OF SELECTING THE TYPE OF LABELLABEL

CLICK LABEL OPTIONSCLICK LABEL OPTIONS

SELECT LABEL THENSELECT LABEL THENCLICK OKCLICK OK

SELECTING THE NAME AND SELECTING THE NAME AND ADDRESS FILE…ADDRESS FILE…

CLICKCLICKSELECT RECIPIENTSSELECT RECIPIENTS

CLICK BROWSE TO LOCATECLICK BROWSE TO LOCATERECIPIENT FILERECIPIENT FILE

SELECT NAME & ADDRESS SELECT NAME & ADDRESS FILE THEN CLICK OPENFILE THEN CLICK OPEN

CHECK THE FIRST ROW CHECK THE FIRST ROW COLUMN HEADERS BOX COLUMN HEADERS BOX

THEN CLICK OKTHEN CLICK OK

YOU CAN SELECT GROUPS OF YOU CAN SELECT GROUPS OF RECORDS TO BE INCLUDED RECORDS TO BE INCLUDED

IN THE MERGEIN THE MERGE

IN MAIL MERGE RECIPIENT IN MAIL MERGE RECIPIENT WINDOW CLICK OKWINDOW CLICK OK

CLICKCLICKARRANGE YOUR LABELSARRANGE YOUR LABELS(Next Record is a merge code)(Next Record is a merge code)

CLICK ADDRESS BLOCKCLICK ADDRESS BLOCKTO ADD THE ADDRESS FIELDS TO ADD THE ADDRESS FIELDS

MERGE CODESMERGE CODES

A CHANCE TO REVIEW WHAT A CHANCE TO REVIEW WHAT THE ADDRESS WILL LOOK THE ADDRESS WILL LOOK

LIKE… THEN OKLIKE… THEN OK

WITH MERGE CODES IN WITH MERGE CODES IN PLACE…PLACE…

CLICK UPDATE ALL LABELSCLICK UPDATE ALL LABELSTHEN PREVIEW YOUR THEN PREVIEW YOUR

LABELSLABELS

CLICKCLICKCOMPLETE THE MERGECOMPLETE THE MERGE

YOUR READY TO PRINTYOUR READY TO PRINT