How to Mail Merge Letters into Separate Documents


Thank you, I just saved myself hours of manually splitting documents. I`m surprised that this hasn`t been integrated with Office 365 yet. To exclude a specific recipient from the merge operation, click Exclude this recipient. Under Select Document Type, click Letters. The active document becomes the main document. The main document contains the same text and graphics for each version of the mail merge document. For example, the return address and greeting in a form letter are the same for each version. After you fill out the main document and insert all the mail merge fields, be sure to save the document before proceeding. To do this, follow these steps: I must point out that while there have been formatting issues with the original Individual Merge Letters add-in, this has now been fixed, but if formatting anomalies persist when Excel data sources are used, the multi-to-one add-in used in One to One mode splits the document without affecting the original formatting.

because it does not use direct mail to complete the process and can be considered as an alternative. The application is intercepted incorrectly to ensure that it can only work with a mail merge document with an attached data source. Thanks to Microsoft`s endless updates, it has been found that the process now fails when merging documents is presented with CSV data sources. Why this should happen, I haven`t been able to figure out yet, so I recommended using Excel data sources that don`t have this limitation. To format the merged data, you must format the mail merge fields in the main document. Do not format the data in the data source because its formatting is not preserved when the data is merged with the document. To change the format of the merged data, follow these steps: A preview of the mail merge recipients is displayed. To make changes, such as . B edit or add a field, select the data source, and then click Edit.

Continue to write your letter, then enter mail merge fields if necessary. Create the Excel data file, and then organize it using the fields that you want to use for your letter, as shown in the following sample data file. After you create the Excel data file, save it, and then close the data file. For more information about creating a mail merge address list. B, click the following article number to view the article in the Microsoft Knowledge Base: this may be useful, for example, if the user wants to use a printer with a PIN function for each merged “letter”. The Multiple-to-One add-in adds another layer of merge options if you want to create a multi-to-one merge or a merge directly in an email. Note You can also use the mail merge toolbar to insert merge fields, use the main mail merge document, or run a mail merge. To display the mail merge toolbar, on the Tools menu, point to Letters and Mail Merge, and then click Show Mail Merge Toolbar. The Mail Merge toolbar contains additional commands that are not included in the task panes of the Mail Merge Wizard. For example, you can use the Insert Word Field menu on the Mail Merge toolbar to insert Word fields to control mail merge. Like what. B, you can insert an IF field that inserts text only when a particular merge field has a specified value.

You can also click Check for Errors to have Word perform the mail merge and report errors in the main document. The process has features largely similar to the Merge and Split option described above and offers the addition of a split merge to the printer, where each “letter” is treated as a separate print job. The add-in looks for an email address in the last full paragraph of the mail merge document. It is therefore necessary to add the email address field in a paragraph independently at the end of the simple document and followed by a paragraph break. That is, as shown below: In step 6 of the Mail Merge Wizard, click Print. The main document contains the basic text, which is the same in all output documents. It can contain a header, text, and instructions in mail merge fields to insert text (for example. B, recipient names and addresses) that vary from one exit document to another. Click OK to return to the Mail Merge Wizard. Word uses the recipients that you specified for the merge.

Fortunately, there is an answer to this question by using Graham Mayor`s Merge Letters add-in. There you go. Now all your documents can be printed or revised. Save your data source, which will be merged into your final document. The merge begins with the creation of a new mail merge document. In certain circumstances, such as. B as in a non-English version of Word, and if there may be more than one unnamed document, the process may not be able to identify which mail merge document is. In this case, you will see the following dialog box listing the unnamed documents. Select the mail merge document and click Next, which becomes available when a selection is made. Cancel, the entire operation is canceled. See also the Merge with Email add-in, which provides similar functionality to this add-in and is more closely based on Word`s built-in mail merge features and can be used if this add-in fails. To control other aspects of formatting, press Alt+F9 to display the field codes, and then add switches to the merge fields.

When working with fields, a switch is a special instruction that triggers a specific action. Typically, a switch is added to a field to modify a result. Examples of using switches include: This allows you to perform mail merge with multiple records and merge each record with individual documents. .