A tutorial on how to do a mail merge (or data merge, more generally) using Word & Excel 2008 for Macs. We covered these topics:
- Preparing Excel sheet for mail merge
- Creating a merge document in Microsoft Word
- Outputting your mail merge
- Reusing your merge document
- Merging data for labels
- Call list example
An important notice: You need to install Rosetta, an application that allows you to use mail merge on your Mac. Please go through the following steps to download Rosetta:
1) Open the Word & Excel files I'm sending and save them to your desktop or somewhere handy.
2) Close the files.
3) Open a Word document and go to Tools > Mail Merge Manager.
4) In Step 1, select Form Letters.
5) In Step 2, select Open Data Source and browse for the Excel file I sent, sampledatafile.xlsx. It should prompt you to download Rosetta. Please do this.
6) Now you're ready to watch the TechCamp recording.
Training Category:
Microsoft Office
| Attachment | Size |
|---|---|
 sampledatafile.xlsx | 54.32 KB |
 Letter sample.docx | 32.58 KB |
| call list sample.doc | 33.5 KB |