Preparing Excel spreadsheet for mail merge

The goal of the mail merge is to combine the data in File 1 and File 2 to create File 3.

The final Word document with personalized letters, emails, labels, or envelopes.

Word document with codes for the personalized fields.Excel source file with information about the recipients such as names, addresses, emails, etc.To get a grasp of the basics, you can think of it in terms of 3 documents. You'll see your initials next to the word 'Comment' on the right side of the screen.Ĭlick the “File” tab and select “Save As.” Enter the name of the document in the “File name” box, such as “Resume.” Add a hyphen and your initials, such as “Resume-EJB.” Click the “Save” button to save the document with your initials.A mail merge may look like a daunting task, but in fact the process is pretty simple. Test this by clicking the 'New Comment' button on the ribbon. Your initials will now appear in the document anytime you use an option on the 'Review' tab such as adding a new comment or deleting a word. Choose 'Change User Name.' Click into the 'Initials' text box under the 'Personalize your copy of Microsoft Office' section. Your initials now show up faded to the background on the Word pages.Ĭlick the 'Review' tab. Type your initials and click the “OK” button. Click into the “Text” field, which may show “ASAP” as the Word default. Click the “Watermark” button on the middle of the ribbon below the tab. Adjust the size, border and fill of the text box if desired with the “Text Box Tools” orange tab at the top of the workspace - this tab only appears when you have clicked on/selected the text box. Drag the text box into place on the document. Click inside the placeholder text and type your initials. Click the “Text Box” button and choose “Simple Text Box” from the fly-down menu. Click the “Insert” tab if it is not already showing. Scroll to a section of the document where you want to add your initials, such as above a “Sign here” line.

In word