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NOTE: For more information on editing the recipient information, refer to Working with the Recipients List. When finished, in the Preview Results group, click PREVIEW RESULTSĪ preview of your first recipient's letter appears. The fields available to you will be the column headers of your Excel worksheet. In the Write & Insert Fields group, click INSERT MERGE FIELD » select the desired fieldīe sure to click the text of the INSERT MERGE FIELD button below the picture to access the drop-down list. Position the insertion point where you want to insert the variable information within your document.In your document, type the message, leaving space for information to be added in the mail merge NOTE: To edit the recipient information, refer to Working with the Recipients List. NOTE: A recipient is selected if the checkbox beside their entry is selected. The Mail Merge Recipients dialog box appears. In the Start Mail Merge group, click EDIT RECIPIENT LIST.To select the recipients you want to include in your mail merge.(Optional) If the first row of your worksheet contains headings instead of information to be included in the merge, select First row of data contains column headers If your Excel workbook has multiple worksheets, select the worksheet containing your list of recipients Using the Look in pull-down list, find and select the desired Excel file The Select Data Source dialog box appears. In the Start Mail Merge group, click SELECT RECIPIENTS » select Use Existing List. In the Start Mail Merge group, click START MAIL MERGE » select the desired document type To create a mail merge using data from an Excel table:įrom the Ribbon, select the Mailings command tab WARNING: In order for the merge to work correctly, the field names of your Excel table must begin in the top left corner of your worksheet, at cell A1. The Excel table must already exist for this option to work.įor more information about Word's Mail Merge process, refer to Mail Merge: An Overview.įor more information about creating Excel tables, refer to Creating Tables.
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This document provides an overview of creating a mail merge using information from an existing Excel table.
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This ensures that you will not have to duplicate information you already have in your Excel table to perform a mail merge. Tables (databases) created in Excel can have many uses, which include allowing you to use it to merge information into Word for large mailings. This article is based on legacy software. This checks the LastName merge field, and if it is empty, the record is skipped and Word proceeds to the next record.(Archives) Microsoft Word 2007: Mail Merge: Using an Excel Table for Mail Merge Consider the following field code, which could be placed at the beginning of a label: Why would you use such a field? It is very helpful if your data source contains a lot of records that are only partial-for instance, you may have data records that record a first name but not a last name. If the criterion is met, then the merge proceeds to the next record in the data source.
HOW TO DO A MAIL MERGE IN WORD 2007 FOR LABELS CODE
This field code checks the contents of a specific field against a criterion that you set. Every other cell in the table should look the same as this base label, with the exception of a field in your labels. What you are looking for right now is the composition of the first label, in the upper-left corner of your table. Your document should consist of a table, with each cell of the table responsible for a single label. When printing labels, the field codes specify where the individual bits of information go that make up each label. The purpose of the Mail Merge Wizard is to get enough information from you that Word can set up the field codes properly. If the codes are incorrect, the merging is not done properly. Merging is accomplished through the use of field codes. This should display all the field codes in the document.
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