This tip looks at how you can control the formatting for dates.Ĭontrolling Page Numbers in Mail-Merged Documents You may get unexpected results, however, if you believe that the formatting used in Excel should merge smoothly into your Word document. One of the data sources that Word allows you to use for your mail merges is an Excel worksheet. This can present a special challenge, as outlined in this tip. When merging data into a Word document, you may want to add information to the document based on an evaluation of what is being merged. Here's how to conditionally control how Word handles merging.Ĭonditionally Adding a Period in a Mail Merge One thing that is often overlooked (and which makes the capabilities more powerful) is the ability to add conditional processing to your merges. The Mail Merge capabilities built into Word can appear limited at first glance. Here's how to check out the information in your data file.Ĭonditional Processing During a Mail Merge When you get ready to merge a document with a data source, you'll want to make sure that everything is "as expected" before proceeding. This is relatively easy to do by putting together the proper type of merge field, as discussed in this tip. When creating a mail-merge document, you may want to include some special characters, such as check-marked boxes, in the document. This tip examines some ideas on how you can change the printing order to match your needs. If you want to change the order in which labels are printed when doing a mail merge, Word doesn't provide many options. This tip explains how catalog merges are different from other types of merges, and how that affects placing merge fields in a header or footer. Word can perform several different types of mail merge operations, and the type you choose can affect how you are able to use merge fields in the merge document. Here's an example and how to fix it.Ĭan't Place Merge Field in Header of a Catalog Merge Document This can lead to some screwy results at times. When you merge data from Excel into a Word document, you may need to do some conditional processing based on the data you are merging. It needn't be Word provides a handy step-by-step wizard that will lead you through the process. Performing a mail merge can be intimidating to some people. Word doesn't include an option to do this, but there are a couple of workarounds you can try. When you are doing a mail merge in Word, you may need to calculate a date sometime in the future. Want to add attachments to each e-mail message created in a mail merge? Word doesn't include the capability to do this, but this tip provides a couple of ideas on how you can extend what Word can do when you merge to an e-mail message. Attaching Specific Files to Mail-Merge E-Mail Messages
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