Mail Merge to Avery Labels in Microsoft Word 2007, 2003 & 2002/XP, 2000 & 97 for Windows
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1 Mail Merge to Avery Labels in Microsoft Word 2007, 2003 & 2002/XP, 2000 & 97 for Windows This bulletin has 3 segments - separate steps for the following versions: A. Microsoft Word 2003 & 2002/XP Create a Database and Use the Mail Merge Use an Existing Microsoft Word Database and the Mail Merge B. Microsoft Word 2007 Create a Database and Use the Mail Merge Use an Existing Microsoft Word Database and the Mail Merge C. Microsoft Word 2000 & 97 Create a Database and Use the Mail Merge Command Use an Existing Microsoft Word Database and the Mail Merge Command AVERY Technical Bulletin AV7089 Copyright 2008 Avery Dennison jkw Page 1
2 A. Microsoft Word 2003 & 2002/XP Follow the steps below to help you use the mail merge feature in Microsoft Word 2003 & 2002/XP to print on your Avery labels. Two sections are provided: Create a Database using the Mail Merge Use an Existing Database and the Mail Merge Create a Database and Use the Mail Merge Tools > Letters and Mailings > Mail Merge. 2. The Mail Merge Task Pane appears. Select 3. Select Change document layout. Click 4. In Label Options, select the label you will 5. Click Next: Select recipients. Select Type a new list. Click Create. The New Address List dialog box displays. 6. Click Customize to edit the field names. The Customize Address List dialog box appears. Helpful Hint: To add a field name, click Add. Type the new field name and click OK. If necessary, reorder the field names using Move Up or Move Down on the right. 7. Click OK when finished with any changes. The customized New Address List dialog box appears. 8. Type in the address information in the New Address List dialog box for all of the entries in your list. Click New Entry to enter the second name and address information. Helpful Hint: Use Tab or Enter to move between fields. Do not include extra spaces or punctuation marks, like commas, in an entry. 9. When finished entering the names and addresses, click Close. The Save Address List dialog box appears. 10. Save the new data source you have just created. Click Save or press Enter. Helpful Hint: By default, the address list is saved in the My Data Sources folder. It is best to keep the address list here because this is the default folder in which Microsoft Word looks for data source files. 11. The Mail Merge Recipients dialog box appears. Click OK. Helpful Hint: To sort the records alphabetically before merging, click the appropriate column heading. 12. The activated Mail Merge toolbar and the next set of steps appear in the Task Click Next: Arrange your labels 13. Click Address block to insert the address 14. Click OK to accept the default settings. 15. To copy the format and layout of the first 16. Click Next: Preview your labels. The mail merge document appears merged with the file that was created earlier. 17. Click Next: Complete the merge to AVERY Technical Bulletin AV7089 Copyright 2008 Avery Dennison jkw Page 2
3 Use an Existing Microsoft Word Database and the Mail Merge Tools > Letters and Mailings > Mail Merge. 2. The Mail Merge Task Pane appears. Select 3. Select Change document layout. Click 4. In Label Options, select the label you will 5. Click Next: Select recipients. The next set of steps appears in the Task Select Use an existing list. Click Browse. 6. The Select Data Source dialog box displays. Locate an existing file. To open the file, click on the file name and click Open or double-click the file name. 7. The Mail Merge Recipients dialog box displays. Click OK. Helpful Hint: To add information to the database, click Edit in Mail Merge Recipients. Click New Entry. Add the new information. Click Close. To edit existing information, click Edit in Mail Merge Recipients. Make the desired changes. Click Close. 8. The next set of steps appears in the Task Click Next: Arrange you labels. 9. Click Address block to insert the address 10. Click OK to accept the default settings. 11. To copy the format and layout of the first 12. Click Next: Preview your labels. The mail merge document appears merged with an existing database file. 13. Click Next: Complete the merge to AVERY Technical Bulletin AV7089 Copyright 2008 Avery Dennison jkw Page 3
4 B. Microsoft Word 2007 Follow the steps below to help you use the mail merge feature in Microsoft Word 2007 to print on your Avery labels. Two sections are provided: Create a Database using the Mail Merge Use an Existing Database and the Mail Merge Create a Database and Use the Mail Merge 1. Create a new document and then click the Mailings Tab on the Ribbon. 2. From the Start Mail Merge group select Start Mail Merge > Step by Step Mail Merge. 3. The Mail Merge Task Pane appears. Select 4. Select Change document layout. Click 5. In Label Options, select the label you will 6. Click Next: Select recipients. Select Type a new list. Click Create. The New Address List dialog box displays. 7. Click Customize Columns to edit the field names. The Customize Address List dialog box appears. Helpful Hint: To add a field name, click Add. Type the new field name and click OK. If necessary, reorder the field names using Move Up or Move Down on the right. 8. Click OK when finished with any changes. The customized New Address List dialog box appears. 9. Type in the address information in the New Address List dialog box for all of the entries in your list. Click New Entry to enter the second name and address information. Helpful Hint: Use Tab or Enter to move between fields. Do not include extra spaces or punctuation marks, like commas, in an entry. 10. When finished entering the names and addresses, click OK. The Save Address List dialog box appears. 11. Save the new data source you have just created. Click Save or press Enter. Helpful Hint: By default, the address list is saved in the My Data Sources folder. It is best to keep the address list here because this is the default folder in which Microsoft Word looks for data source files. 12. The Mail Merge Recipients dialog box appears. Click OK. Helpful Hint: To sort the records alphabetically before merging, click the appropriate column heading. 13. The next set of steps appear in the Task Click Next: Arrange your labels 14. Click Address block to insert the address 15. Click OK to accept the default settings. 16. To copy the format and layout of the first 17. Click Next: Preview your labels. The mail merge document appears merged with the file that was created earlier. 18. Click Next: Complete the merge to AVERY Technical Bulletin AV7089 Copyright 2008 Avery Dennison jkw Page 4
5 Use an Existing Microsoft Word Database and the Mail Merge 1. Create a new document and then click the Mailings Tab on the Ribbon. 2. From the Start Mail Merge group select Start Mail Merge > Step by Step Mail Merge. 3. The Mail Merge Task Pane appears. Select 4. Select Change document layout. Click 5. In Label Options, select the label you will 6. Click Next: Select recipients. The next set of steps appears in the Task Select Use an existing list. Click Browse. 7. The Select Data Source dialog box displays. Locate an existing file. To open the file, click on the file name and click Open or double-click the file name. 8. The Mail Merge Recipients dialog box displays. Click OK. Helpful Hint: To add information to the database, click Edit in Mail Merge Recipients. Click New Entry. Add the new information. Click Close. To edit existing information, click Edit in Mail Merge Recipients. Make the desired changes. Click Close. 9. The next set of steps appears in the Task Click Next: Arrange you labels. 10. Click Address block to insert the address 11. Click OK to accept the default settings. 12. To copy the format and layout of the first 13. Click Next: Preview your labels. The mail merge document appears merged with an existing database file. 14. Click Next: Complete the merge to AVERY Technical Bulletin AV7089 Copyright 2008 Avery Dennison jkw Page 5
6 C. Microsoft Word 2000 & 97 Follow the steps below to help you use the mail merge feature in Microsoft Word 2000 & 97 to print on your Avery labels. Two sections are provided: Create a Database with Mail Merge Use an Existing Database with Mail Merge Create a Database and Use the Mail Merge Command Tools > Mail Merge. 2. The Mail Merge Helper dialog box appears. Click Create > Mailing Labels. 3. Click New Main Document. 4. Click Get Data then select Create Data Source. Helpful Hint: To remove a field name from the Field names in the header row box, select the field name and click Remove Field Name. To add a field name, type the name in the Field name text box. Do not include spaces. Click Add Field Name. If necessary, reorder the field names using the Move arrows on the right. 5. When the field name changes are complete, click OK. 6. In the Save As dialog box select the desired file location. Name the file. Click Save or press Enter. 7. Click Edit Data Source. Type in the data information in the Data Form dialog box for all of the entries in your list. Click Add New for each subsequent entry. Do not click OK until you have entered all the data. Helpful Hint: Use Tab or Enter to move between fields. Do not include extra spaces or punctuation marks, like commas, in an entry. 8. When finished, click OK. 9. The Mail Merge toolbar appears. Click Mail Merge Helper. 10. The Mail Merge Helper dialog box appears. Click Setup. 11. In Label Options, select the label you will 12. Click Insert Merge Field to reveal the selected field names. 13. Click on the field names to add them to the sample label. Press the Spacebar to insert a space between field names and use the Enter key to move to a new line. 14. Format the text as desired. Helpful Hint: Include any punctuation or additional characters, such as commas or spaces as in: City, State Zip. To change the font or paragraph alignment, highlight the text, rightclick and select Font or Paragraph from the menu. 15. Click OK when finished with any changes. 16. The Mail Merge Helper dialog box appears. Click Merge. 17. Make any necessary merge selections. Click Merge. Helpful Hint: To sort the records in alphabetical or numerical order before merging, click Query Options and select the Sort Records tab. 18. You are now ready to print your labels. Select File > Print. Test print the first page on plain paper. Enter your print settings. Click OK. When satisfied with the test print, print Use an Existing Microsoft Word Database and the Mail Merge Command Tools > Mail Merge. 2. The Mail Merge Helper dialog box appears. Click Create > Mailing Labels. 3. Click New Main Document. 4. Click Get Data then select Open Data Source. 5. To open a file, click on the file name and click Open or double-click the file name. 6. Click Set Up Main Document. 7. In Label Options, select the label you will 8. Click Insert Merge Field to reveal the selected field names. AVERY Technical Bulletin AV7089 Copyright 2008 Avery Dennison jkw Page 6
7 9. Click on the field names to add them to the sample label. Press the Spacebar to insert space between field names and use the Enter key to move to a new line. 10. Format the text as desired. Helpful Hint: Include any punctuation or additional characters, such as commas or spaces as in: City, State Zip. To change the font or paragraph alignment, highlight the text, rightclick and select Font or Paragraph from the menu. 11. Click OK when finished with any changes. 12. The Mail Merge Helper dialog box appears. Click Merge. 13. Make any necessary merge selections. Click Merge. Helpful Hint: To sort the records in alphabetical or numerical order before merging, click Query Options and select the Sort Records tab. 14. You are now ready to print your labels. Select File > Print. Test print the first page on plain paper. Enter your print settings. Click OK. When satisfied with the test print, print If you need further assistance, please call Avery Software Support at Avery, Zweckform and all other Avery brands, product names and codes are trademarks of Avery Dennison Corporation or Avery Dennison Zweckform Office Products Europe GmbH. All other brands and product names are the trademarks of their respective companies. AVERY Technical Bulletin AV7089 Copyright 2008 Avery Dennison jkw Page 7
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