Advanced Microsoft Word 97 –

MailMerge It Together

Download the tutorial in:  Word 6 format    Acrobat Reader

 

Table of Contents

Word 97 – Merge Overview

Main Document + Data Source = New Documents

Tips on Planning a Data Source

Tools – Mailmerge

Decision One – What Type Of Main Document Are You Going To Set Up?

Decision Two - Create or Open A Data Source?

If Using An Existing Data Source!

If Creating A Data Source!

Decision 3 – Where to from here!

Editing the New Data Source

Editing the Main Document

Decision Four – Are You Ready to Merge!

Checking and previewing a merged document before printing

To check a merged document before printing

To view a merged document before printing

To merge to a new document

Need to add an Additional Field in the Data File

Short Cut Keys for Editing Documents

Sorting and Selecting from the Data Source

Filter Records

Troubleshoot Mail Merge

I want merged text and numbers to have different formatting.

When I open a document, Word asks me to locate a data source.

Merge fields are printed instead of my data.

I get a message saying that my data file is a mail-merge main document.

I want to use mail merge for something other than a form letter.

Create a catalog, membership directory, parts list, or similar document

I want to create a data source first, before I start a mail-merge document.

I changed label or envelope size. How do I fix my main document?

Create custom mailing labels

Blank lines are showing in the merged documents

I selected the option to merge form letters to a new document. How do I print specific letters?

Can I use main documents I created in other versions of Word?

IF fields do not compare data fields correctly.

When I attach a mail-merge data file or insert a database, Word automatically starts the source application to get the data. How can I get the data without starting the source application?

 

Summary of Mail Merge Steps

Direct questions regarding this site to the University of North Texas Computing Center Helpdesk. We can be reached by e-mail at helpdesk@unt.edu , or by phone at 940.565.2324.   Hours:  Sunday 1pm-midnight, Monday-Thursday 8am-midnight, Friday 8am-8pm, Saturday 9am-5pm.

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