![]() The Customize Address List dialog box appears. Adding Fieldsįrom the Address List dialog box, click CUSTOMIZE. You can add field names or delete field names even after you have merged the data and main documents. Select the desired entry by clicking it once Under Select recipients, click EDIT RECIPIENT LIST. HINT: To move to a next or previous step, at the bottom of the task pane, click the appropriate link. In the task pane, verify that you are on Step 3: Select recipients In order to do so, you must open the data source. Once your data source has been created, you can continue to make changes to it. HINT: You can use the check boxes and buttons to include/exclude recipients in the merge. OPTIONAL: Click on the desired heading which you want the list to be sorted by The Mail Merge Recipients dialog box appears. In the Field name text box, type the desired name for your address list Using the Save in pull-down list, navigate to the desired save location To return to the New Address List dialog box, click OK Repeat steps a and b until all of your entries have been made.To delete an entry, refer to Deleting an Entry below.To add additional entries, refer to Adding an Entry below.NOTE: The default save location is My Data Sources and the file extension is. The Save Address List dialog box appears. When all entries are complete, click CLOSE Repeat steps a and b until you are left with the desired data fieldsĬlick OK to return to the New Address List dialog box.To add fields, refer to Adding Fields below.To remove fields, refer to Deleting Fields below.In the Enter Address information section, enter the appropriate information in the desired fields Under Select starting document, make the appropriate selectionįrom the Select recipients section, select Type a new listįrom the Type a new list section, click CREATE. ![]() ![]() Under Select document type, make the appropriate selection Creating a new data source is an option in the third step of the Mail Merge Wizard.įrom the Tools menu, select Letters and Mailings » Mail Merge. While creating your data document, you can add or remove fields to tailor the document to suit your needs. Creating a New Data Sourceīefore creating the data document, take a moment to plan out the information you want to include. Mail Merge allows you to specify which individual entries you want to include as well as add and delete data document entries and fields.įor more information on the data document, refer to The Mail Merge Wizard: An Overview. You may also wish to alter the entries in your data source without having to open it, change the appropriate entries, and then save the changes. You can either create a new data source or use a pre-existing source, such as your Outlook Contacts. If you are creating a mailing list, for example, names and addresses will be included in your data source. This contains the information that will vary with each record, such as names or identification numbers. This article is based on legacy software.įor a successful Mail Merge, you will need to establish a recipient list, also referred to as the data source. (Legacy) Microsoft Word 2003: Mail Merge: Working with the Recipient List
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