The same way, we can define as Data Source File any other File.īelow you can check out the video describing How To Use An Existing Recipient List for Mail Merge in Microsoft Word?ĭon’t Forget To Subscribe To My YouTube Channel !!! With this way, we defined as a Data Source File for Mail Merge, a File that we already had created in a different program, for in my example it was Microsoft Excel. All of these have been explained in a previous post of mine, where you can find here. We can also Refine the Merge List by using the Sort, Filter, Find Duplicates, Find Recipients and Validate Address commands. We can Use The Checkboxes To Add Or To Remove Recipients From The Merge. The Mail Merge Recipients dialog box Is The List Of Recipients That Will Be Used In Our Merge. Once we have finished with Editing the Mail Merge Recipient List, we just press the Ok button at the bottom right corner of the dialog box. Here we can see all the Fields of our Data Source. In the following image, I selected the Sheet1$ Tablefrom the above example, where then the Mail Merge Recipients dialog box appears. Once finished we just press the Ok button to move on. We also have the option to activate or deactivate the command First Row Of Data Contains Column Headers. We can see the tags Description, Modified, Created and Type. Here, in the following example I only have one Spreadsheet that contains the Data Table. In the Label Options dialog box, next to Label. Complete the Merge Final Thoughts Frequently Asked Questions Now, if youre working on a tight budget or want to lower costs, a DIY approach may be ideal. Creating Address Labels efficiently using Mail Merge 1. Once the Microsoft Excel Workbook was selected as my Data Source, and then pressed the Ok button, the Select Table dialog box appears as shown below. csv file, use the Text Import Wizard to set up your data in Excel. In my example I have selected a Data Source that was created in a Microsoft Excel Workbook. Once the menu has appeared, we can see all the sort of types of Data Sources we can use for the Mail Merge. In the next image, I have activated the menu of the command All Data Sources. Here, we must navigate and locate the File that we want to use as a Data Source and then press the Open button. Once we select the command Use An Existing List, the Select Data Source dialog box appears as shown.
In the next image I have selected the command Select Recipients and from the drop-down menu I selected the command Use An Existing List. You Can Type A New List, Use An Existing List Or Select Outlook Contacts. Here we can Choose The List Of People You’d Like To Send Your Documents. We must select the Select Recipients command from the Start Mail Merge area of the Mailings tab, as shown in the image below. In this post I will describe How To Use an Existing Recipient List as a Data Source that has been created already. I have also described how to create a New Recipient List as a Data Source to use for the Mail Merge procedure. In previous posts of mine, I have described how to use the Mail Merge feature with the use of the Ribbon and the Step by Step wizard. In each record, a single information in the Data Source, such as the first name, or last name, is called a Field.