How To Use Mail Merge In Word 2013?

To use Mail Merge:

  1. Open an existing Word document, or create a new one.
  2. From the Mailings tab, click the Start Mail Merge command and select Step by Step Mail Merge Wizard from the drop-down menu. Opening the Mail Merge Wizard.

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How do I do a mail merge from Excel to Word 2013?

You can insert one or more mail merge fields that pull the information from your spreadsheet into your document.

  1. Go to Mailings > Insert Merge Field.
  2. Add the field you want.
  3. Repeat steps 1 and 2 as needed.
  4. Choose File > Save.

What is the use of mail merge feature of Word 2013?

Mail merge is a tool which allows you to create form letters, mailing labels and envelopes by linking a main document to a data source. It is the process of combining a list of data with a template. Data Source – a file that contains the information to be merged into a document.

How do I turn on mail merge in Word?

Set up and Choose Document Type
Click the Mailings tab. Click the Start Mail Merge button. Select Step-by-Step Mail Merge Wizard. The Mail Merge pane appears on the right, ready to walk you through the mail merge.

What are the steps in mail merge?

The mail merging process generally requires the following steps:

  1. Creating a Main Document and the Template.
  2. Creating a Data Source.
  3. Defining the Merge Fields in the main document.
  4. Merging the Data with the main document.
  5. Saving/Exporting.

How do I import data from Excel to Word?

Inserting linked Excel data into a Word table

  1. Open the Excel source workbook.
  2. Select the data you want to place in the Word file.
  3. Press Ctrl + C or right-click and choose Copy from the drop-down menu.
  4. Open the Word destination document.
  5. Position the insertion point where you want the linked Excel data to appear.

How do you insert a mail merge field in Word?

Add individual merge fields

  1. Click or tap where you want the merge field.
  2. Choose the down-arrow under Insert Merge Field, and select a field.
  3. If you don’t see your field name in the list, choose Insert Merge Field.
  4. Choose Database Fields to see the list of fields that are in your data source.
  5. Choose Insert.

What are the three basic steps of mail merge?

There are three documents that are involved in the mail merge process: the main document, the data source, and the merged document.

What menu do you use to start a mail merge?

Go to the Mailings tab. Click on Start Mail Merge Button and select the Step by Step Mail Merge Wizard from the drop down menu. A Mail Merge window should show up on the right.

How do I send a mail merge to multiple recipients?

There are two ways to send an email to more than one person in mail merge.

  1. Use the dynamic CC and BCC option and include the other recipients in the same message but in the CC/BCC fields.
  2. Add multiple email addresses in the Email Address column, separated with commas.

Can you merge an Excel file into a Word document?

Merge Word and Excel Documents
Once your spreadsheet is ready, open a new document in Word. Click on the Mailings tab and select Start Mail Merge and decide whether you want to create labels, letters, envelopes, emails or a directory. Select.

How do I link an Excel spreadsheet to a Word document?

The process of linking an Excel workbook to a Word document is straightforward. Simply copy a range from Excel. Then, in Word click Home -> Paste (small arrow). There are various options, as default we can click the icons for Paste Link and keep formatting or Paste Link and merge formatting.

How do you update a mail merge in Word?

Press [Alt] + F9 again. Position the cursor anywhere in this field and press the [F9] function key to update it. Or, right-click the field and choose Update Field. Preview the results to confirm the merge field displays with the formatting you want to see in the document for each of the mail merge records.

How do I do a mail merge with existing letters?

To perform a Letter mail merge in Microsoft Word

  1. In Word, choose File > New > Blank Document.
  2. On the Mailings tab, in the Start Mail Merge group, choose Start Mail Merge > Letters.
  3. Choose Select Recipients then Use an Existing List.
  4. Type the date and any other information you want at the top of the letter.

How do I mail merge from a shared mailbox?

Open the document in Microsoft Word, and click on the Mailings tab.

  1. Click Select Recipients and go to “Use Existing List”
  2. Use the dialog box to navigate to and open the data spreadsheet.
  3. Select the appropriate table in the text dialog box.
  4. Select Finish and Merge.
  5. Go to Send E-Mail Messages.

Can an Excel spreadsheet be used as the data source for a Word mail merge?

An essential step in a Word mail merge process is setting up and preparing a data source. You can use an existing Excel data source or build a new one by importing a tab-delimited (.txt) or comma-separated value (.csv) file.