Save the updated workbook to your computer.ģ. You will need to access it in a later lesson. Save the updated workbook to your computer. Notice that the data source includes column labels for Transaction, FirstName, LastName, Item, and Discount %. If you haven't already, open the data source workbook DataSource.xlsx that comes with this tutorial. For this form letter, we will use the Excel workbook that comes with this tutorial as the data source. Add a record to the data source A data source contains the unique information for each mail merge recipient. Identify the basic components of a mail merge and understand how they work together.Ģ. The Mail Merge Manager was known as the Data Merge Manager in previous versions of Word.īefore you move on Make sure that you can do the following: You can also send merged documents directly to the printer. You can create merged documents in Word, or merged e-mail messages in Outlook. Merged document: The document that contains the combined information from the main document and the data source. The data source can be a Word document, Excel sheet, Office Address Book, or FileMaker Pro database. Data source: The information (for example, name, address, and phone number) that Word merges into the main document. This information appears on each form letter, label, or envelope. Main document: A Word document that contains the body of the form letter, or the formatting for mailing labels or envelopes. Let's look at how the pieces of a mail merge work together. Understand the basics The Mail Merge Manager combines, or merges, information from a data source with information in a Word document so that you don't have to create multiple versions of the document by hand.
#Mail merge on mac for mac
Microsoft Office for Mac 2011 tutorial: Use Mail Merge to create a form letterġ. Use the practice files MailMerge.docx and DataSource.xlsx for hands-on experience while taking the tutorial. Practice files Tutorial lessons are designed to be viewed in order. If you are new to Excel, first take the tutorial “Excel Basics”. Tip If you are new to Word, first take the tutorial “Word Basics”.
#Mail merge on mac how to
Basic Excel skills, including how to open a workbook, and select cells, columns, and rows. Understand how the various mail merge pieces fit together.Ĭomplete the mail merge to a create multiple letters.īasic Word skills, including how to open a document, cut and paste, and format text. 16īefore you begin What you’ll learn After completing this tutorial, you'll be able to: Associate the data source and main document.
#Mail merge on mac manual
It's simple, and much faster than the manual alternative. With the Mail Merge Manager, you can write one form letter, and then have Word merge each contact's information with the letter that you created. Use Mail Merge to create a form letter Suppose that you want to send a form letter to 1,000 different contacts.
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