How to apply template from office to a mail merge
To apply a template from Microsoft Office to a mail merge in Microsoft Word, you can follow these steps:
Step 1: Create a new document
Open Microsoft Word and create a new document. This will be the template that you'll use for your mail merge.
Step 2: Design your template
Design your template by adding the necessary fields, tables, and formatting. You can use the various tools in Word, such as the "Insert" tab, to add fields, tables, and other elements.
Step 3: Save your template
Save your template as a Word document (.docx) file. This will allow you to use it as a template for your mail merge.
Step 4: Open the mail merge wizard
To start the mail merge process, go to the "Mailings" tab in the ribbon and click on "Start Mail Merge" > "Step-by-Step Mail Merge Wizard".
Step 5: Choose your template
In the "Select a document type" step, choose "Use an existing document" and select the template you created in Step 2.
Step 6: Connect to your data source
In the "Select recipients" step, choose your data source (e.g. an Excel spreadsheet, a database, etc.) and connect to it.
Step 7: Map your fields
In the "Write your letter" step, map your fields from the data source to the corresponding fields in your template. You can do this by clicking on the "Insert Merge Field" button and selecting the field you want to insert.
Step 8: Preview and finalize
Preview your mail merge to ensure that everything looks correct. If everything looks good, click "Finish & Merge" to create your merged documents.
Tips:
- Make sure to save your template in a location that's easy to find, as you'll need to select it again in Step 5.
- You can also use a template from Microsoft Office Online or a third-party template provider.
- If you're using a template from Office Online, you'll need to download it to your computer before using it for mail merge.
- You can also use a template from a previous mail merge project by selecting "Use an existing document" and browsing to the location of the template.