Merging Data From Excel Into Different Formatted Fields In Word

[Brent E]

Good morning,

Being vaguely familiar w/ the mail merge function and from reading through
some of the posts on the mail merge subject, I know this is possible but need
somebody to walke me throught the steps.

Goal: I will put together a Word document that I would like to populate
sections from data in Excel

I have some questions regarding this:

1. Does the mail merge feature work in Text boxes also or how do you create
a "field" to use w/ a mail merge?

2. Does the formatting of a field or text box matter in the merge process?
(E.g. if I have a name field that is set to a specific and large font type,
but then an address field at different font size or color, does this limit
the merge abililty? And will the properties of the data moving over keep the
formatting properties of the cell in Excel or take the field properties from
Word?)

3. What are the steps to create the mail merge once I have the "fields" set
the way I want them in Word?

I appreciate your assistance. Thanks in Advance.

Cordailly,

 

[Suzanne S. Barnhill]

Start with these articles:

How to create a Mail merge
http://word.mvps.org/FAQs/MailMerge/CreateAMailMerge.htm

Creating a mail merge Data Source
http://word.mvps.org/FAQs/MailMerge/CreateADataSource.htm

Express mail merges in Word 2002 and 2003
http://sbarnhill.mvps.org/WordFAQs/ExpressMailMerges.htm

These give you the basic principles. Come back with questions after you've
read them.

 

[Brent E]

Good day Suzanne,

Thanks for the links to the articles. Looks great. I've been looking at them
as time permits. I will continue to look at them as I am able. The tutorials
look very helpful. I really appreciate the thorough info. I'll let you know
if I have further questions. Thanks, have a great weekend.