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Upgrade now. When you perform a mail merge, Word inserts the records from a data source, or recipients list, into your main document. A recipients list for a mail merge operation can be an Excel sheet, the Office Address Book, a FileMaker Pro database, a Word document, or a delimited text file. Important: You must have an existing recipients list, such as a Word document that has addresses, to complete this procedure.

For more information about how to set up a recipients list, see Create a data source for a mail merge. Under 1. Tip: For more label products, on the Label products pop-up menu, choose Other. Under Product number , select the type of label that you have, and then choose OK. Tip: For information about the margins and other characteristics of a label, choose Details.

In the Mail Merge Manager , under 2. Tip: To return to this dialog box later, in the Mail Merge Manager under 2. Select Recipients List , choose Add or remove placeholders on labels. In your main document, edit the first label to add spaces, commas, and carriage returns where you want them. Select Recipients List , c Fill in the items to complete your document. In the Mail Merge Manager , under 5.

Preview Results , choose View Merged Data. In the Mail Merge Manager , under 6. Complete Merge , choose Merge to Printer. Complete Merge , choose Merge to New Document. Create envelopes by using Mail Merge. Table of contents. Need more help? Expand your skills. Get new features first. Was this information helpful? Yes No. Thank you! Any more feedback? The more you tell us the more we can help. Can you help us improve? Resolved my issue. Clear instructions. Easy to follow. No jargon.

More info: Field codes: IF field. For example you want correspondence to show each recipient their position in a waitlist. You can sort the recipient list in chronological order of signups, and then use a Merge record rule to display the recipient's numbered position in the list. The record number reflects any sorting or filtering that you applied to the data source before the merge.

Tip: Use a Merge rec rule next to a Print Date field to create unique invoice numbers. More info: Field codes: MergeRec field. For example, you want correspondence to show each recipient the total number of people who signed up for an event. The Merge Sequence rule gives you a count of the records in the merged document.

More info: Field codes: MergeSeq field. For example, you're using mail merge to print your contact list on a single sheet of paper. Use the Next Record rule to tell Word to proceed to the next record without starting a new page. Note: A sheet of mailing labels is laid out as a table in Word. To place the next address in the label, Word uses the Next Record rule in each table cell. More info: Field codes: Next field. For example, you want a list of domestic-travel conference attendees on one sheet of paper and international-travel attendees listed on another sheet of paper.

In the Field name list choose the merge field name, such as City. In the Comparison list choose a way of comparing the data value. For example, to single out recipients in a particular city, choose Equal to.

In the Compare to box, enter the value that you want to use. For example, to single out recipients in Tokyo, type Tokyo skip this if you chose is blank or is not blank as the comparison. More info: Field codes: NextIf field. For example, you're preparing invitations to a conference where the keynote speaker hasn't yet been finalized.

You can leave placeholders for the speaker's name throughout your document, and include a Set Bookmark rule, where you enter the speaker's name once, and it appears in all the placeholders. Before you run the merge, right-click the Set field, select Edit Field , and enter the text you want in the Text box.

More info: Field codes: Set field. For example, you own a clothing store and find you have an overstock of a particular T-shirt, but not in the most popular size. When you get ready to send out a sales flyer, you're going to exclude customers who wear a certain size. Use the Skip Record If rule to compare contents of customers' Size data to the size you want to exclude. In the Field name list choose the merge field name, such as Size. For example, to single out customers who wear a specific size, choose Equal to.

For example, to single out customers who wear size extra-small, choose XS skip this if you chose is blank or is not blank as the comparison. More info: Field codes: SkipIf field. Place your cursor somewhere in the document, before the first bookmark you just created. Select OK , and then OK again.

Place your cursor where you want the fill-in text to go. Enter a prompt, like "Event date? Select OK. Place your cursor where you want the record number to appear. Place your cursor where you want data from the next record to appear. Place your cursor anywhere in the document. Place your cursor wherever you will want the bookmark text to appear. Choose the bookmark name you just created, and select OK. Insert the Ref field everywhere you want the bookmark text to appear. Need more help? Expand your skills.

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