Tuesday, January 5, 2010

Access Mail Merge Day, Woo-hoo.

Good morning! we are going to do a "Mail Merge" today. This means we will get names and addresses from an Access file and a form letter from a Word file and we will merge them into a bunch of personalized letters. Please see the standard business letter format established by FBLA.

You will need the following:
main document -> the form letter with special codes for fields
data source -> the Access table that contains the fields for name, address, etc.
merge fields -> the fields that are pulled from the table and used in the letter

Here are the steps (also on page 154-155):
Select the table (your data source)
From External Data tab select More > Merge it with Word > Link to existing Document and find the main document or letter.
You are on step 3 of 6, data source was selected in Access.
Click next, write your letter.
Remember spacing and punctuation.
You may also edit the recipient list to sort and filter records for the mail merge.
Or use the checkboxes to select a specific recipient

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