Creating Mail Merge Envelopes [PDF]

Creating Mail Merge Envelopes. 1. Create your source file (the Excel spreadsheet or Access database which houses all the

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Idea Transcript


Creating Mail Merge Envelopes 1. Create your source file (the Excel spreadsheet or Access database which houses all the data you want put on the envelopes) 2. Open Word 2007 3. Select the Mailings tab

4. Click the Start Mail Merge button 5. Select Envelopes from the menu

6. Select the appropriate options for your envelope type and printer setup then click the OK button

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Creating Mail Merge Envelopes 7. Click the Select Recipients button 8. Click the Use Existing List item

9. Find and double-click your source file

10. If you are using an Excel spreadsheet with multiple sheets, select the sheet that houses the data. If you are using an Access database, select the query you want to use. 11. If the first row of data DOES NOT contain column headers, uncheck the box at the bottom of the window. 12. Click the OK button

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Creating Mail Merge Envelopes 13. Enter your return address information in the upper left area of the envelope

14. Click in the middle lower area of the envelope to find the placement for the address block. A dashed-outline box will appear if you click in the correct area.

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Creating Mail Merge Envelopes 15. Click the Address Block button

16. Adjust the address block settings according to the way you want things to appear. If things don’t seem to be in the right place in the preview area, click the Match Fields button to ensure Word is putting the correct fields in the correct places. When you are done in the Insert Address Block window click the OK button.

17. When you are done, the address block will be noted as .

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Creating Mail Merge Envelopes 18. If you would like to see a preview showing data instead of the address block text, click the Preview Results button and use the arrow buttons to move through the list of recipients

19. If your recipient list contains more records than you want to be included in the envelopes, you can filter the list to only include the recipients you choose. Click the Edit Recipient List button

20. You can either place a checkmark in the box next to the records you want to use or use the Filter link to filter large amounts of data

21. If you choose the Filter link, fill out the pop-up window to fit your filter preferences then click the OK button

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Creating Mail Merge Envelopes 22. Click the OK button again to return to the merge envelope 23. When you are done editing your envelopes, click the Finish & Merge button

24. Select if you want to view the envelopes in a Word file (Edit Individual Documents) or if you want to send them directly to the printer (Print Documents)

25. After making your selection you will be prompted with a window asking which records to merge. Typically you would leave this on All and click the OK button.

26. Your merge is now complete. You can save your merge for future use the same way you save any other document. When you open the merge again you will be prompted to allow a SQL command to run. THIS IS OK. Click the Yes button.

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