How to mark cc through mail merge
In Microsoft Word, you can use mail merge to mark "cc" (carbon copy) recipients in a document. Here's a step-by-step guide:
Prerequisites:
- You have a data source (e.g., an Excel spreadsheet or a database) containing the recipient information, including the "cc" field.
- You have a Word document with a mail merge field (e.g.,
cc
) where you want to insert the "cc" recipients.
Step-by-Step Instructions:
- Create a new Word document or open an existing one.
- Insert a mail merge field where you want to display the "cc" recipients. You can do this by:
- Going to the "Insert" menu > "Quick Parts" > "Field" > "Merge Field".
- Typing
cc
in the "Field name" box and clicking "OK".
- Set up the mail merge:
- Go to the "Mailings" tab in the ribbon.
- Click "Select Recipients" and choose your data source (e.g., an Excel spreadsheet).
- Click "OK" to select the data source.
- Configure the "cc" field:
- In the "Mailings" tab, click "Write & Insert Fields" > "cc".
- In the "Field Properties" dialog box, select the "cc" field from your data source.
- Click "OK" to close the dialog box.
- Run the mail merge:
- Click "Preview Results" to see a preview of the merged document.
- Click "Print" or "Save" to generate the merged document.
Tips and Variations:
- To mark "cc" recipients with a specific font, color, or formatting, you can use Word's built-in formatting options or create a custom style.
- If you want to include multiple "cc" recipients, you can use a comma-separated list or a table to display the recipients.
- To exclude the "cc" field from the main document, you can use the
cc
field with theIF
function, like this:IF(cc="", "", cc)
. This will only display the "cc" recipients if there is a value in the field.
By following these steps, you should be able to mark "cc" recipients in your Word document using mail merge.