Mail Merge, Address Labels. By: Russell Diaz Date: 9/4/2013

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1 Mail Merge, Address Labels By: Russell Diaz Date: 9/4/2013

2 Table of Contents Table of Contents... 1 Overview:... 2 Step 1: Prepare the worksheet data in Excel for the mail merge... 2 Step 2: Configuring Word to Connect to Other File Formats... 3 Step 3: Use Step by Step Wizard in Word to Create the Labels Start the Mail Merge Wizard: Start the Label Wizard: Select the Starting Document and the Labels to Use: Label Options, Select your labels: Connect to the Excel File With the Data: Select the Excel file that contains your data: Confirm Data Source: Select the data block with your data: View data fields to be imported: Address Block: Update All Labels: Preview Your Labels: Complete the Merge: Summary:

3 Overview: Creating address labels in Excel can save you many hours of work and make your work more accurate. The first step is to use Excel to setup the address information. The next step is to use Word to import the data from Excel and create the labels. Here is a step by step guide on how this is done. You can also go to the Help on Word or Excel and enter address label or mail merge and click on Search. Step 1: Prepare the worksheet data in Excel for the mail merge In Excel, your address list must match the tabular structure that mail merge requires. 1. On an Excel worksheet, do the following to arrange the address list: Use column headers that clearly identify the type of data that each column contains. Word will use default names for the columns when setting up the labels. If you use these specificcolumn names, the columns will match up automatically. If you use other names, you will need to add the columns to the label manually. 2. Define a name for the address label data. This will help you later when connecting the address date to the labels. On the Excel worksheet, select the whole address list, including the cells that contain column headers. On the Formulas tab, in the Defined Names group, click Define Name. 2

4 In the Name box, type a name for the address list, such as My_address_list, and then click OK. 3. Save and close the workbook. Step 2: Configuring Word to Connect to Other File Formats Before starting the labels or mail merge, there is an option in word that must be turned on. 1. Click the Microsoft Office Button, and then click Word Options. 2. Click Advanced. 3. Scroll to the General section, and select the Confirm file format conversion on open check box. 4. Click OK. 3

5 Step 3: Use Step by Step Wizard in Word to Create the Labels Packages of label sheets from Avery (and others) contain its size and product number. You will need the label information to setup the labels. To configure the label main document, you match its dimensions with the dimensions of the labels on the worksheets that you plan to use. 1. Start the Mail Merge Wizard: On the Mailings tab, click Start Mail Merge and select Step by Step Merge Wizard. A step by step help wizard will be displayed on the right side of the screen. Start the Label Wizard: On the wizard, click Labels and next at the bottom 4

6 2. Label Options, Select your labels: After you select the label options that you want, click OK. Connect to the Excel File With the Data: Click on Select Reciptiants in the wizard. Now we need to connect to the Excel file with our data. Click on Browse. 5

7 3. Select the Excel file that contains your data: The file selection window will open. Find the Excel file and click open. 4. Confirm Data Source: You will get this message, click OK 6

8 5. Select the data block with your data: A window showing Excel files and Names of data will be displayed. This is the name you gave your Excel data in step 1. Select your data name and click OK 6. View data fields to be imported: The list of names and addresses will be displayed. Notice the column headers from the Excel file. You can omit a record by removing the check mark next to the name. If all is well, click OK. 7

9 7. Address Block: Click on Arrange Labels in the wizard. Now create the Address block. The address block will determine the format on how you want the name and address filled out on each table. Click on Address Block Or organize your labels the way you want. Click More Items Space and format label to meet your needs. Highlihg and format text also. A sample of the labels will be displayed. Make sure all of your data is on the label. If something is missing, it will because the automatic column matching did not match the column to the label. Click on match field and match it manually. When done, click OK. 8

10 Notice that the first label now has address block and the rest of the labels have next record. 8. Update All Labels: Once the label format is setup and you have added the information that is on the label, you need to update all the labels. Click on Update all Labels. Notice that the address Block as added to each label. 9. Preview Your Labels: Click on Preview Your Labels on the wizard. You should see your labels. Make sure labels are complete. 9

11 10. Complete the Merge: Click on Complete the Merge in the wizard. Your labels are now done. You can print them or save the file. If printing the labels, make sure you face them the right way for the printer. Summary: Labels come in all sizes and shapes. You can use this process anytime you have a list of information and need to label s for each line. Make sure your Excel data is complete and that the columns are labeled. 10

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