From the Create Data Source window you may modify (add or remove) desired Field names in your Data Sources header row.
Select New Data Source, to create a new file to hold the information that will populate your Main Document. Drag and drop your Placeholders (field names) into the Main Document from here. Field names are added directly into Contacts under Placeholders in the Mail Merge Manager window. Header Source: Select to import data field names from the header of other file types (typically Excel).
#WORD MAIL MERGE ON MAC PRO#
FileMaker Pro : Select to designate as Data Source file. Apple Address Book : Select to designate as Data Source file. Office Address Book : Select to designate as Data Source file. Most common Data Source files are either Word tables or Excel spreadsheets. Open Data Source : Opens previously saved Data Source file. New Data Source : Opens Data Form window where you can populate the default field names in the Data Source. Click on the Select Recipients List and select Get List to access any of the following options: 1. Skip Record if : Insert to skip specified records. Next Record: merges the next record into the current merge document. IE: Inserts Dear Sir if the data in the field name: Title is Mr.
If Then Else : Inserts text based on data in specified field. Set Bookmark: Inserts a Bookmark ( a unique field: IE: months, seasons, dates, etc) and corresponding Value. Merge Sequence #: Inserts a merge sequence number into the Main Document. Fill-in : Inserts customizable Default fill-in text when prompted. IE: a field name is blank, equal to, less than etc. Next Record if : Directs merge process to skip to next if a field name meets customized specifications. Merge Record #: Inserts merge record number into the Main Document. Choose from the following Conditional commands: Ask: Inserts Default bookmark text based on Prompt specified. Drag and drop desired command into the text of your Main Document. You may also insert Conditional commands into your Main Document. Drag and Drop desired Placeholders (Conditional commands) into the Main Document from this window.Ĥ 4 4. Drag and Drop desired Placeholders (Data Source: Field Names) into the Main Document from this window. Please note there will be no Placeholders available for selection until you have designated a Recipeints List (created a Data Source).
From this list drag and drop field names into your Main Document. From the Mail Merge Manager window, select Insert Placeholders, and click on Contacts to access a list of your current Data Source fields names (called Placeholders). Enter the desired text into the body of the Main Document. You may choose from the following choices: Form Letters Labels Envelopes Catalog Select Restore to Normal Window if you would like to restore your working document from a mail merge document. From the Mail Merge Manager window, click on Select Document and select Create New. From the Mail Merge Manager window you may create or designate a Main Document, and a Data Source, as well as manage the merge process. Click on any of the numbered choices to access the sub-menu.ģ 3 3. A floating Mail Merge Manager window appears. Select the Mail Merge Manager from the Tools menu.Ģ 2 2. Mail Merge Manager Use the Mail Merge Manager to get started quickly and easily in developing your Mail Merge files. The Main Document file includes text along with merge fields placed where you ll want the data from the data source to be merged into. Another name for Data Source is Recipients List. The information is formatted in a Word table, and records are created to organize the individual pieces of information. The Data Source file contains information about persons, places or things. Mail Merge creates a third document or set of documents in a file which is the finished product of the merge. Main Document Data Source Merged Document The Mail Merge function requires two files: a Data Source document and a Main Document.
#WORD MAIL MERGE ON MAC FOR MAC#
1 1 Mail Merge in Word 2011 for Mac Introduction to Mail Merge Relationship between the Data Source and the Main Document Use the Mail Merge feature to create and manage a small database (Data Source) to populate preset fields in a Main Document (correspondence: letters and memos, mailing labels, reports, etc.) Combine the Data Source and the Main Document into a final Merged Document or file of documents.
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