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Mail
Merge Documents - Microsoft Word 2003 [Printer
friendly]
Creating
a mail merge letter
- Open Microsoft Word
- From the Tools menu go
to Letters and Mailings and select Mail Merge...
- From the mail merge panel
(down the right of the screen) select Letters
- Select Next: Starting Document
(bottom right of the screen)
- Select Use the current
document
- Select Next: Select Recipients
(bottom right of the screen)
- Select Using an existing
list
- Select Next: Write your
letter (bottom right of the screen)
- From the select data source
screen select My Computer from the look in: box
- Double click Local Disk
(C:)
- Double click Program Files
- Double click RoundPro
- Double click Data
- Select Access Databases
from the Files of Type list at the bottom of the screen
- Select RoundPro from the
file list
- Click Open
- A list of tables will be
displayed, if you want to send the letter to the customer billing address
select tblAccount, if you want to send the letter to the customer work
address select tblAccountSite.
- From the Mail Merge Recipients
list select the customers you want to send the letter to
- Click OK
- Select Next: Write your
letter
- Place the cursor at the
point where you want to insert the customers address and select More
Items from the list of options in the Mail Merge Panel (down the right
of the screen)
- Select Name and then click
Insert
- Repeat the above step for
Address 1-5 and postcode
- If you wish to create a
template document (which can be used again) save the document now
- Select Next: Preview your
letters (bottom right of the screen)
- Review your document
- Select Next: Complete the
merge (bottom right of the screen)
- Print the document
Creating
mail merge mailing labels
- Open Microsoft Word
- From the Tools menu go
to Letters and Mailings and select Mail Merge...
- From the mail merge panel
(down the right of the screen) select labels
- Select Next: Starting Document
(bottom right of the screen)
- Select Use the current
document
- Select label options (from
the mail merge panel)
- Select the label you want
to use from the list and click OK
- Select Next: Starting Recipients
(bottom right of the screen)
- Select Using an existing
list
- Select Next: Write your
letter (bottom right of the screen)
- From the select data source
screen select My Computer from the look in box
- Double click Local Disk
(C:)
- Double click Program Files
- Double click RoundPro
- Double click Data
- Select Access Databases
from the Files of Type list at the bottom of the screen
- Select RoundPro from the
file list
- Click Open
- A list of tables will be
displayed, if you want to send the letter to the customer billing address
select tblAccount, if you want to send the letter to the customer work
address select tblAccountSite.
- From the Mail Merge Recipients
list select the customers you want to send the letter to
- Click OK
- Select Next: Arrange your
labels
- Use the first label (top
left) to create your labels
- Place the cursor at the
point where you want to insert the customers name
- Select More items from
the mail merge panel (down the right of the screen)
- Select Name and then Insert
- Repeat the above step for
Address 1 - 5 and postcode
- Select Update all labels
from the mail merge panel (down the right of the screen)
- If you wish to create a
template document (which can be used again) save the document now
- Select Next: Preview your
labels
- Review your labels
- Select next: Complete the
merge
- Print your labels
Creating
mail merge envelopes
- Open Microsoft Word
- From the Tools menu go
to Letters and Mailings and select Mail Merge...
- From the mail merge panel
(down the right of the screen) select envelopes
- Select Next: Starting Document
(bottom right of the screen)
- Select change document
layout
- Select envelope options
- Select the layout which
matches the envelopes you are using
- Select Next: Select Recipients
(bottom right of the screen)
- Select Using an existing
list
- Select Next: Write your
letter (bottom right of the screen)
- From the select data source
screen select My Computer from the look in: box
- Double click Local Disk
(C:)
- Double click Program Files
- Double click RoundPro
- Double click Data
- Select Access Databases
from the Files of Type list at the bottom of the screen
- Select RoundPro from the
file list
- Click Open
- A list of tables will be
displayed, if you want to send the letter to the customer billing address
select
- tblAccount, if you want
to send the letter to the customer work address select tblAccountSite.
- From the Mail Merge Recipients
list select the customers you want to send the letter to
- Click OK
- Select Next: Arrange your
envelope
- Place the cursor at the
point where you want to insert the customers address (There is a text
box in the middle of the screen towards the bottom for the address)
and select More Items from the list of options in the Mail Merge Panel
(down the right of the screen)
- Select Name and then click
Insert
- Repeat the above step for
Address 1-5 and postcode
- If you wish to create a
template document (which can be used again) save the document now
- Select Next: Preview your
letters (bottom right of the screen)
- Review your envelopes
- Select Next: Complete the
merge (bottom right of the screen)
- Print the document
Merging a saved
template
- Open the Microsoft Word
- Open the saved document
- You may get the following
message displayed "Opening this document will run the following
SQL command SELECT * FROM [tblAccount] Data from your database will
be placed in the document, Do you want to continue?", Select Yes
- If the mail merge toolbar
is not displayed go to the Tools menu and select Letters and Mailings,
from the list of options pick Show Mail Merge Toolbar
- Select Merge to New Document
(The forth button from the right of the Mail Merge Toolbar)
- Print the document created
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