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Page history last edited by Vance Stevens 5 years, 1 month ago

Tutorial on Mail Merge from Oct 2016



Get the Word and Excel template files and install WinRAR on your computer


You can download the RAR archive file here: genericPDAmailmerge2017.rar


You need to have WinRAR or something similar installed on your computer in order to open this file.

Download WinRAR here: http://www.rarlab.com/download.htm


And download and install  WinRAR x64 (64bit) 5.40 trial version



Extract the archive file



It works



Open the folder where you extracted your Word and Excel files



Open Excel and paste YOUR data into it



Copy your data from an existing Excel file



Paste it to the Excel template file



Important, before continuing on to the next step

SAVE your work and CLOSE the file

If you don't do this you'll encounter an error in the next step.


Open the Word document and link it to the Excel file with your data



Agree to the fine print



Select the correct data source



Open to complete selection


You have just linked the specially prepared Word document to the database where it will get the data you have provided.

If you encounter an error at this point you can also make the link when you open Mailings and complete the Merge


Write the section number you are working on in the Word document

If you leave out this step then all your individual documents will have the generic section information on them.



At some point (could be now, could be earlier) write in the correct section number



Open MAILINGS and complete the merge

If you successfully linked you Word doc to your Excel spreadsheet already then you can proceed as shown.

You can also link up your spreadsheet here by clicking on Select Recipients



Select EDIT the document and select ALL fields



Review the PDA reports created for all students in your section







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