Mail merge rules word 2010

Here are some common mail merge rules in Microsoft Word 2010:

General Rules

  1. Match Fields: Match the fields in your data source (e.g. a CSV file) with the fields in your Word document.
  2. Data Source: Specify the data source file (e.g. CSV, Excel, Access) and the fields to use for the merge.
  3. Merge Fields: Insert merge fields into your Word document to indicate where the data should be inserted.

Conditional Formatting Rules

  1. If-Then Statements: Use if-then statements to apply different formatting or text to specific conditions. Example: "If the customer is in California, then use the California address format."
  2. Conditional Formatting: Apply formatting to specific text or fields based on conditions. Example: "If the order total is over $100, then highlight the order total in red."

Text and Formatting Rules

  1. Text Replacement: Replace specific text with data from the data source. Example: "Replace 'Hello' with the customer's name."
  2. Formatting: Apply formatting to specific text or fields, such as font, size, color, or alignment. Example: "Make the customer's name bold and blue."

Number and Date Rules

  1. Number Formatting: Format numbers according to specific rules, such as currency or date formats. Example: "Format the order total as a currency value with two decimal places."
  2. Date and Time: Format dates and times according to specific rules, such as MM/DD/YYYY or 12:00 AM.

Other Rules

  1. Skip Blank Fields: Skip inserting data into fields that are blank in the data source.
  2. Repeat Fields: Repeat inserting data into fields that have multiple values in the data source.
  3. Merge to New Document: Merge the data into a new Word document instead of overwriting the original document.

Tips and Tricks

  1. Use the Mail Merge Wizard: Use the Mail Merge Wizard to guide you through the process of creating a mail merge.
  2. Use Field Codes: Use field codes to insert merge fields and formatting rules into your Word document.
  3. Test Your Merge: Test your mail merge by previewing the output before printing or sending the merged documents.