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excel computer training london - Mail Merge

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resolvedResolved · Low Priority · Version Standard

Mail Merge

Carlos has attended:
Excel Intermediate course

by - delegate Carlos [1 post] (2007 Feb 20 Tue, 16:19) replyReply

Please can you explain line by line how to do a mail merge from an excel spreadsheet to a word document???

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RE: Mail Merge

by - trainer Amanda diamond contributer[1217 posts] (2007 Feb 20 Tue, 17:39) replyReply

Hi Carlos

Thanks for your question.

To do a mail merge from Word using an Excel spreadsheet as your data source:

1. In Word, go to Tools - Letters and Mailings - Mail Merge Wizard. The Mail merge wizard opens in the task pane on the right of your screen.

2. choose letters at step 1, click Next at the bottom of the task pane.

3. Choose Use the current document, click Next.

4. Click Browse under Use an existing list, and select the Excel file and sheet that contains the info you wish to merge into the Word document.

5. Deselect any items that shouldn't be included in the mail merge from the Mail Merge Recipients window and click OK. Click Next.

6. Click the More items link to see the headings in your Excel sheet that you can insert as fields into your letter. Select the field you wish to insert and click OK. Keep repeating this step until you have inserted all your fields, then click Next.

7. The next step allows you to preview your letters - if they all look OK then click Next.

8. Print your letters using the Print link.

You can go back to previous steps at any time during the mail merge wizard process.

I hope this answers your question.

Amanda


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