If you want to add a new field—for example, a message field—add it now, so you can fill in the field when you type the entry.
Create envelopes by using mail merge in Word for Mac - Word for Mac
When all fields are set up as you want, choose Create to make a new list. In the Open Workbook dialog box, select the sheet you want to use, and then do one of the following:. Choose Filter Recipients to select the recipients you want to include. In the Query Options dialog box, next to List mail merge recipients by , choose Complete record. In the list of contacts, select the contacts you want to include in the mail merge, and then choose OK.
Doing an Email Merge on a Mac with Outlook, Excel, and Word
In the Query Options dialog box, under Apple Group Contacts , choose the group you want to include in the mail merge, and then choose OK. In the Header Record Delimiters dialog box, choose a field delimiter to separate each data field and a record delimiter to separate each data record, and then choose OK.
In your document, click in the Drag fields into this box or type text box, and then click the text to remove it. On the Mailings tab, choose Insert Merge Field , and then choose the field you want to add. Add and format the fields you want to be included on the envelope, and choose OK. To format fields, for example, include a space between the First and Last name fields and press Return to start a new line for the Address field. To sort your recipient list or remove recipients, on the Mailings tab, choose Filter Recipients , and then choose Sort Records or Filter Records.
When you're done, choose OK.
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On the Mailings tab, choose Preview Results to see how the envelopes will look. To make additional formatting changes, choose Preview Results again, which lets you add or remove merge fields. When you're finished, on the File menu, choose Print to print the envelopes. On the Tools menu, choose Mail Merge Manager. Under 1.
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In the Return address box, type your address. At this point, you shouldn't type anything including spaces in the Delivery address box. If you can't type inside the Return address box, clear the Use my address check box, and then try again. Under Printing Options , confirm the correct print settings for your envelopes are selected. Under 2.
Select Recipients List , choose Get List , and then select the source for the mailing list for example, an Excel spreadsheet or a Word document. Under 3. Always make sure that you allow enough space for the mail merge fields to be entered, so that the format of your document does not change unexpectedly. Use the mail merge from the activity history section of the desired object account, offer, agreement, etc.
It is not possible to insert fields from more than one object, so e. Place the cursor on the position where the merge field will be placed. Click OK 5. Under Product number , click the kind of label that you want, and then click OK. Note For information about the margins and other characteristics of a label, click Details.
Locate and then double-click the data source file. For example, click the FirstName field. Word adds the field name to the Sample label box. Repeat step 10 for each field that you want to appear in your labels. If you want to include postal bar codes on your labels, click Insert Postal Bar Code , select the options that you want, and then click OK. After you add all the fields that you want, click OK. The field names are copied into all the labels in your main document. In your main document, edit the first label to add spaces, commas, and carriage returns where you want them.
Using Mail Merge
Word applies the formatting that you use for the first label to all the labels. To finish your labels, do one of the following: To print your labels immediately, under Complete Merge in the Mail Merge Manager, click Merge to printer. To create a document that contains your merged labels that you can save to print later, under Complete Merge in the Mail Merge Manager, click Merge to New Document. In the Envelope dialog box, make any changes to the return address that you want.
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Do not enter anything including spaces in the Delivery address box. Under Printing Options , make any changes that you want, and then click OK. Locate and double-click the data source file. Drag a field name from the Contacts list.
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For example, drag the FirstName field to the envelope's address box. Repeat step 10 for all the fields that you want to appear on your envelopes.
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If you want to include postal bar codes on your labels, drag the PostalCode field onto the addressee box. In your main document, edit the addressee box to add spaces and carriage returns where you want them.