![]() A popular option is to use Afirst name, last instead of just because if Afirst is broken out, you can use it alone to make the letter more personal. It's important to map out how you want to break up the names and addresses into fields. So, if you already have a data file, you can skip to the section on setting up the form file.Ĭreating a data file is just entering names and addresses. WordPerfect will pull data from Quattro Pro, Paradox, an address book, an ODBC source, or a WordPerfect data file. If you already have the names and addresses on your system, chances are you can use them in a merge. ![]() It's helpful to create the data file first. Each record contains individual fields, such as first name, last name, company, address, city, state, postal code/zip and email. In this case, each name and address is a separate record. The merge codes act as markers for the pieces of information that will be inserted from the data file.Ī data file is structured into records and field s. A form file is just like any other document, except that it contains merge codes. Typically, there is a form file, which is the letter, and a data file, which is the list of names and addresses. In WordPerfect, a merge is the combining of information from two different sources. As you work through these steps, remember that you can use these same concepts to create invoices, timesheets, price lists, employee directories, and much more. This tutorial explains how to set up a very basic mail merge that creates personalized letters and envelopes. The result? A stack of personalized letters with envelopes or labels, in just minutes. Create the data (or bring it in from another source) WordPerfect's merge feature is very powerful yet incredibly easy to use. With Merges, you'll save tons of time creating personalized holiday letters for your friends, family and clients. And just staying in touch is important too. Harnessing the power of that information makes it possible to inform the right people about the right thing at the right time. Any business, large or small, will tell you that its most important asset is its client database. Follow Dave on Twitter.The methods we use to communicate will change, but the need to reach out to friends, family, clients, prospective customers, and associates will not. Click Print to print your letters or Edit individual letters to further personalize some or all of the letters.Preview your letter and click Next: Complete the merge.Write a short letter and click Next: Preview your letters. Note that the address block and greeting line are surrounded by chevrons (« »).In the Insert Greeting Line dialog box, choose the greeting line format by clicking the drop-down arrows and selecting the options of your choice, and then click OK.Press Enter on your keyboard and click Greeting line.Clicking Match Fields opens up the Match Fields dialog box, in which you can associate the fields from your list with the fields required by the wizard. Note that you can use Match Fields to correct any problems.In the Insert Address Block dialog box, check or uncheck boxes and select options on the left until the address appears the way you want it to.Click Address block to add the recipients' addresses at the top of the document.Write the letter and add custom fields.Selecting Edit recipient list opens up the Mail Merge Recipients dialog box, where you can edit the list and select or unselect records.Note that now that a list has been created, the Mail Merge Wizard reverts to Use an existing list and you have the option to edit the recipient list. ![]() Create a list by adding data in the New Address List dialog box and clicking OK.In this demo we will create a new list, so select Type a new list and then click Create. After you choose it, the Mail Merge Wizard reverts to Use the current document. Note that selecting Start from existing document (which we are not doing in this demo) changes the view and gives you the option to choose your document.Select Use the current document and then click Next: Select recipients. In this demo we will use the current (blank) document. In a blank Microsoft Word document, click on the Mailings tab, and in the Start Mail Merge group, click Start Mail Merge.This feature works the same in all modern versions of Microsoft Word: 2010, 2013, and 2016. ![]() Mail merge is also used to create envelopes or labels in bulk. Using Mail Merge, you can easily customize form letters for individual recipients. Mail Merge is most often used to print or email form letters to multiple recipients. How to Use Mail Merge in Microsoft Word See Microsoft Word: Tips and Tricks for similar articles. ![]()
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