Thursday, December 24, 2015

 

mail merge from excel to word

create certificate for a group of people using mail merge
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First create the certificate for one person or use already created one in MS Word.

Select Mailings tab. Then click start mail merge. A list pops up and slect step by step mail merge wizard.

In the mail merge wizard, go on with letter, then select radio button starting document as 'use the current document'. then comes step 3 that states 'select recipients' and there are several option. To use Excel file select 'use an existing list' and click 'browse' that is shown under the heading of use an existing list.When you click browse, you need to select the required excel file. Then it comes 'Select table'. you may select the 'sheet 1' and check mark that 'first row of data contains column headers'. Next the whole excel file's data on that sheet appears which may be sorted if required. However, in generally you should click ok and from step 3, go to step four by clicking 'Next: write your letter'.

When it comes to step 4'write your letter', better select more items and pick name with database radion button on. Then click insert. By the by, before clicking insert, you should put your cursor on the place of the document where you want to put 'name'. There you may select font and font size.  Then it would appear as <> inside less than greater than close bracket.By the by, you may change font and size later by selecting the <> and putting appropriate font and size.

Then go to step 5'preview your letters'. Next go to complete the merge which is the step 6 of 6. Here it is always suggested to click Edit individual letters to find out how each certificate would appear for each person. Then you may save this file for later use. By the by, the file where you started would be saved as well with the codec you have use.



The very useful guide with screenshot:
http://www.timeatlas.com/mail-merge-word-excel/

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