#Mail merge pdf#
#Mail merge code#

We can add a small bit of code to tell Word to apply a number style, like a Currency Style from Excel, to the linked data. To display the codes for a specific field, right-click the field and select “ Toggle Field Codes”. Underneath each of the Mail Merge field links are a series of codes that tell Word what to display in that location. Create a formatted version of the data in the Excel table.Add formatting codes to the Word field.One of the weaknesses of the Mail Merge feature is that it does not carry forward from the Excel table any of the date or number formatting. Once you have clicked OK, you can begin setting up the links between the Word document and the Excel table of data. The alternative will be to work with generically named field names that are difficult to understand. It is highly recommended that if you do not have an existing column header in the data, take a moment to create one. If you have a column header in the table, those heading labels will appear as field name selections in an upcoming step. Does the table of information have an existing header row?.Which sheet in the Excel file contains the table of information?.Click Open when ready to read the contents of the Excel file.Ī dialog box will appear requesting two pieces of information about the data: By clicking the “ Select Recipients” button we can pull information from the Contacts feature of Outlook, create a new list of dynamic data directly in Word, or what is the most common option, selecting content from an Excel table.īrowse out to the location of your Excel file and select the file. The next step is to point to the source of the dynamic data.

#Mail merge pdf#

The results of the Mail Merge can be sent to a printer, generated as PDF files, or automatically sent out as email messages through your default email application. The dynamic content would be data that is unique to the reader, like their name, address, medical information, or purchase history.īy placing the static information in Word, then storing the dynamic content in an Excel table, we can strategically place connectors throughout the Word document that will extract from the Excel table, one row at a time, information to complete the Word document.Įach iteration through the Excel table will produce a separate and unique version of the Word document. In the case of a form letter or mass email, the static content would be all the information that is the same for each recipient, such as announcements, agendas, news stories, etc. The purpose of Microsoft Word’s Mail Merge feature is to reproduce a document, envelope, email, or label which contains a combination of static ( i.e., same every time) and dynamic content.