You can create a Word document and then use it as the main document for a mail merge Clear the selection check boxes of individual recipients.Then select only the recipients you want. Clear the check box located between Data Source and Last in the list header to clear all the selection check boxes.To use only a subset of the contacts in the contact list, do one of the following in the Mail Merge Recipients dialog box:.In the Select Contacts dialog box, click the contact list you want to reference, and then click OK.In Word, on the Mailings tab, in the Start Mail Merge group, click the Select Recipients button, and then click Select from Outlook Contacts.Start Outlook and, if necessary, provide the credentials for your email account.To select recipients from an Outlook contact list In the Select Data Source dialog box, browse to and select the file containing the recipient list.On the Mailings tab, in the Start Mail Merge group, click the Select Recipients button, and then click Use Existing List.To select recipients from an existing file Sources folder, enter a name for the recipient list file, and then click Save. In the Save Address List dialog box displaying the contents of your My Data.When the recipient list is complete, click OK.For each additional recipient, click New Entry (or press Tab) and then enter the recipient's information.In the New Address List dialog box, enter the first recipient's information.On the Mailings tab, in the Start Mail Merge group, click the Select Recipients button, and then click Type New List.To create a recipient list by entering information When you import an OutlookĬontact list, all the contacts contained therein are automatically selected as recipients. You can select recipients by entering them into a new recipient list, by referencing an existingĭata source, or by importing an Outlook contact list. Word, as in PostalCode, or replace the spaces with underscores, as in Last Name. To make the field names readable with no spaces, capitalize each
Tip Because field names are also used as the merge fields in the main document, theyĬannot contain spaces. In the first row of the data source, each field is identified by its column One record, such as the complete name and address of a customer, and each columnĬontains a particular type of information-called a field-such as the first name of all Worksheet, Microsoft Access database table, or Microsoft Outlook contact list, thatĬontains sets of information-called records-in a predictable format.Ī typical data source file consists of a matrix of rows and columns. Preparing a Data SourceĪ valid data source is a structured document, such as a Word table, Microsoft Excel Into the main document, it can be useful to prepare the data source first. You can prepareĮither source document first, but because you must insert the correct merge field names The data source contains the variable information. It also contains placeholders-called merge fields-that tell Word where to insert the Main document contains the static text that will appear in all the merged documents. The mail merge process combines static information stored in one document (the mainĭocument) with variable information stored in another document (the data source). Subscribe to get more articles like this oneĭid you find this article helpful? If you would like to receive new articles, join our email list.Set Up Mail Merge Preparing Source Documents The name of the date merge field in the above examples comes from the Excel source file.
#WORD MAIL MERGE FULL#
The syntax of the full mail merge date field code with the switch is: Field codes are enclosed in curly brackets. The common codes used in a date switch are d for day, M for month (this must be entered as a capital M as m is used for minutes) and y for year as follows:ĭate switches start with and the codes that follow must be entered in quotes or double quotes.
#WORD MAIL MERGE HOW TO#
Related article: How to Use Mail Merge in Microsoft Word to Generate Form Letters Using codes in a date field switch A date switch is a field code that changes the format of a date field (such as mm/dd/yy).Ī date field in a Word mail merge is typically inserted in the main document using Insert Merge Field on the Mailings tab in the Ribbon.
Mail merge date fields can only be changed using switches. Typically, date formatting problems occur when the source document for the mail merge is an Excel workbook or Access database. You can change the format of a date field in a Microsoft Word mail merge document using switches in field codes. Change the Format of a Date Field in a Word Mail Merge Using Switchesīy Avantix Learning Team | Updated April 6, 2021Īpplies to: Microsoft ® Word ® 2010, 2013, 2016, 2019 and 365 (Windows)
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