Mail merge in docs
Mail merge in Google Docs!
Mail merge is a powerful feature that allows you to combine a document template with a data source, such as a spreadsheet or a database, to create multiple customized documents. In Google Docs, you can use the mail merge feature to create personalized documents, such as letters, invoices, or reports, with ease.
Here's a step-by-step guide to using mail merge in Google Docs:
Step 1: Create a document template
Create a new Google Doc or open an existing one. This will be your template document.
Step 2: Set up your data source
Create a spreadsheet or use an existing one that contains the data you want to use for your mail merge. The data should be organized in a table format, with each row representing a single record.
Step 3: Enable mail merge
In your Google Doc, go to the "Tools" menu and select "Mail merge". This will open the Mail merge sidebar.
Step 4: Connect to your data source
In the Mail merge sidebar, click on the "Connect to data" button and select "Google Sheets" or "Google Forms" as your data source. Then, enter the URL of your spreadsheet or form.
Step 5: Map your fields
In the Mail merge sidebar, you'll see a list of fields from your data source. Map these fields to the corresponding placeholders in your document template by dragging and dropping them into the correct positions.
Step 6: Run the mail merge
Once you've mapped your fields, click on the "Run mail merge" button to create the customized documents. You can choose to create a new document for each record in your data source or merge the data into a single document.
Tips and Variations
- Use the "Insert merge field" button to insert placeholders for your data fields in your document template.
- Use the "Format" tab in the Mail merge sidebar to customize the formatting of your merged documents.
- Use the "Conditional formatting" feature to apply different formatting to your merged documents based on specific conditions.
- Use the "Merge to PDF" feature to save your merged documents as PDF files.
By following these steps, you can use mail merge in Google Docs to create customized documents with ease. Happy merging!