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Mail Merge Screen Shots from December issue of
COPE Webzine.
| This is not meant to be a step-by-step
tutorial. I just thought I'd add some screen captures that might be new to
you if you've never filtered your Excel spreadsheet during a mail merge.
If you need detail help with Mail Merge, please
refer to your document's Help or my book, Just Show Me Which Button to
Click! if you have it.
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STEP 1: Main Document
- When you click Create, you'll choose Mailing Labels.
STEP 2: Get Data - You're going to
Data Source, which is your Excel spreadsheet with your names and
addresses. You'll have to locate your Excel spreadsheet and attach it to
your mailing label document.
See screen shot below if you can't find your
spreadsheet.
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When you look for your Data
Source, make sure you change your Files of type to Excel Worksheet
(or All Files). Otherwise it will not display. |
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3: Merge the data with
the document - Once you haved your data source, you'll want to
click Query Options so you can filter out just the Category for
Holiday Cards.
See screen shot below. |
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This is how you filter your
data. Once you get the hang of this, you'll want to come back to this and
learn more. |
Back to COPE
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