XXXXX
XXXXX
XXXXX, XXXXX XXXXX
Merry Christmas, XXXXX
How are you doing, XXXXX
Then save your document and give it a name that you will remember --- maybe, MAIL MERGE LETTER.DOC. Close your document.
(2) Now let’s
create our database for our addresses.
Start a new blank document.
Under the Table menu,
choose Insert Table. Set the number of columns to seven – leave
the number of rows at two and the column width to ‘auto’. Click on OK.
This will create a two row table for you and the cursor will be flashing
in the top left cell. Now we will type in the names of the columns ----
First Name – Last Name – Address – City – State – Zipcode – Telephone.
To move from cell to cell, use the ‘TAB’ key. If you use the ‘ENTER’ key,
it will assume that you wish to place another line in the same cell. You
also use the ‘TAB’ key to move from the last cell in the first row to the
first cell in the second row. If there are no additional blank rows, when
you press the ‘TAB’ key, a new row will be created.
DO NOT INSERT ANY ROWS ABOVE
YOUR TITLES. The first row of your table is always considered your titles.
Maybe you would like to change the font size, the font type, make the font
bold, change the text color or add highlighting to your titles to help
you remember that they are always suppose to be at the top of your table.
To perform these tasks, left click just to the left of the row (just outside
of the table frame) – this should highlight that row. Then you can make
any adjustments to the titles that you wish.
You may sort your table
by any column that you wish. To specify which column to sort by, place
your cursor in one of the cells of that column – or left click above the
column that you wish to sort (just outside of the table frame). Then if
your toolbar has an icon for sorting (A-Z or Z-A) then click on the icon
to perform the sort. If you do not have an icon for sorting, then from
the Table menu, choose Sort and make sure that it says that
My List has HEADER ROW.
Now it is time to save your
table. From the File menu, choose Save As. Decide where you
wish to save your document. Give the document a name like ‘Address Book’.
Then click on the Save button.
Now close your document.
From the File menu, choose Close.
(3) Now it’s
time to merge the two documents together. Open your form letter that you
created in step one (the one that we suggested you name MAIL MERGE LETTER.DOC.
From the Tools menu,
choose Mail Merge. Under Step One, main document – press the Create
button. From that menu, choose Form Letter. On the next window,
choose Active window. Under Step Two, data source – press the Get
Data button. From that menu, choose Open Data Source. This opens
a window which allows you to locate the table that we created in Step Two.
When you find your table, highlight it and then choose OPEN. You will be
told that Word did not find any fields to merge – therefore, push the button
labeled Edit Main Document. Now move your cursor to each set of
five capital X’s – delete the five X’s and then click on the button labeled
INSERT MERGE FIELDS – you will find all of your fields listed. Click on
the one that you want inserted first (probably first name). When inserting
these fields, remember to type in the space you want between the first
name and last name – the space between state and zipcode – and the comma
and space you want after the city. When you have finished filling in the
merge fields (where the XXXXX’s were) – maybe you should now save MAIL
MERGE LETTER.DOC with the changes that you have made. Now it is time to
return to the Mail Merge Helper – you can do this, by choosing TOOLS from
the main menu – then MAIL MERGE.
You are now ready to press
the MERGE button. In the next window, you can choose to merge all the records
or a portion of the records. Merge them to a new document where you will
be able to view them on the screen and do any editing necessary before
sending them to the printer. When you are ready, you can press the MERGE
button on this window to view your results.
When you are ready, you
can now go to the File menu and choose Print.