Use the arrow buttons to preview versions of the merged document for each record.
Add all the fields you need anywhere in the document. The available fields correspond to the data in the first cell of each column of the selected data source. Place the mouse cursor in the text of the main document where you want a merge field to be inserted, click the Insert Merge Field button at the right sidebar and select the necessary field from the list.Insert merge fields and check the results.To discard the changes, click the Close button. After all the necessary changes are made, click the Save & Exit button.
#Microsoft office 365 mail merge how to#
Note: to learn more on how to use the Find and Replace tool you can refer to the Search and Replace Functions section of the Spreadsheet Editor help. - to search for a certain value and replace it with another one, if necessary.Note: to learn more on how to use the filter you can refer to the Sort and filter data section of the Spreadsheet Editor help. - to clear all the applied filter parameters.- to enable the filter for the previously selected range of cells or to remove the applied filter.and - to sort your data within a selected range of cells in ascending or descending order.and - to copy and paste the copied data.To simplify working with data, you can use the icons on the top of the window: Here you can add new information, edit or delete the existing data, if necessary.Click the Edit recipients list button on the top of the right sidebar to open the Mail Merge Recipients window, where the content of the selected data source is displayed.Once the data source is loaded, the Mail Merge setting tab will be available on the right sidebar. To navigate between other Documents module sections use the menu in the left part of the window. xlsx spreadsheets stored in the My Documents section. The Select Data Source window will open.Click the Mail Merge icon at the Home tab of the top toolbar. It must contain the main text which will be the same for each version of the merged document. Open an existing text document or create a new one.If you are goung to send results by email, the spreadsheet must also include a column with the recipients' email addresses. During the merge process, a copy of the main document will be created for each record and each merge field inserted into the main text will be replaced with an actual value from the corresponding column. a set of values that belongs to a certain recipient). Each row in the spreadsheet should correspond to a separate record (i.e. Each column should contain a set of actual values for a variable. variables that you can insert into the text). The spreadsheet should have a header row with the column titles, as values in the first cell of each column will designate merge fields (i.e. Open an existing spreadsheet or create a new one and make sure that it meets the following requirements. A data source used for the mail merge must be an.Prepare a data source and load it to the main document.To start working with the Mail Merge feature, It can be useful if you need to create a lot of personalized letters and send them to recipients. The Mail Merge feature is used to create a set of documents combining a common content which is taken from a text document and some individual components (variables, such as names, greetings etc.) taken from a spreadsheet (for example, a customer list). Note: this option is available in the online version only.
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