One thing that is often overlooked (and which makes the capabilities more powerful) is the ability to add conditional processing to your merges. The Mail Merge capabilities can appear limited at first glance. Here's how to check out the information in your data file.Ĭonditional Processing During a Mail Merge When you get ready to merge a document with a data source, you'll want to make sure that everything is 'as expected' before proceeding. This is relatively easy to do by putting together the proper type of merge field, as discussed in this tip. When creating a mail-merge document, you may want to include some special characters, such as check-marked boxes, in the document. This tip explains how catalog merges are different from other types of merges, and how that affects placing merge fields in a header or footer. Word can perform several different types of mail merge operations, and the type you choose can affect how you are able to use merge fields in the merge document. Here's an example and how to fix it.Ĭan't Place Merge Field in Header Of a Catalog Merge Document This can lead to some screwy results at times. When you merge data from Excel into a Word document, you may need to do some conditional processing based on the data you are merging. How you use these wizards is dependent on the version of Word you are using, however. It needn't be Word provides step-by-step wizards that lead you through the process. Performing a mail merge can be intimidating to some people. Word doesn't include an option to do this, but there are a couple of workarounds you can try. When you are doing a mail merge in Word, you may need to calculate a date sometime in the future.

How do i do a mail merge in word