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mailmerge

Page history last edited by Vance Stevens 4 years, 5 months 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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