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Mail merge in word mac how to#
Mail merge in word mac update#
Mail merge in word mac verification#

Open Practice Manager from the home screen.

PLEASE NOTE: If you want to save a list of clients for frequent use, click on Finish & Save on the finish screen.

Select Merge to Printer (to open the print window) or Merge to New Document (to show the merged document on screen).

Complete Merge at the bottom of Mail Merge Manager.

On the Word menu bar, go to Tools > Mail Merge Manager.

You'll also see the Use Template window.

In the Microsoft Word template, edit any sections highlighted in yellow.

Select a template from the list and click on Use Template.

Check that the summary of clients is correct and click Continue.

Select your clients and click Continue.

Select the tax year and one of All Clients, Specific clients or Advanced client selection (Data mine).

Fill in the Name and Description fields for the Mail Merge and click Continue.

Click on Create New Mail Merge to open the wizard and click Continue.

Click on Mail Merge from the left-hand menu. To start with you'll see the standard filter (All Clients) but you can create custom filters later.

Open Practice Manager from the home screen.

Mail merge in word mac how to#

The following process shows you the basic steps on how to use Mail Merge on a Mac. The steps are slightly different if you are using the 2011 or 2016 version of Office for Mac You can access Mail Merge via Practice Manager. You have the option to Print or Edit individual labels from there.Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms. Then hit Next: Preview you labels at the bottom to view the labels: 14.

Mail merge in word mac update#

Then hit the Update all labels button to update the entire page: 13. You will also have to add some spaces and other formatting to the document.Ĭhanging the formatting will change the document from this: To this:ġ2. If you choose the Database Fields option you can select the lines you want to add.

Add a space between each option you chose, and put them in proper rows.ġ1. (Normally select First Name, Last Name, Address 1, City, State, Postal Code) Then you will have to do additional formatting to your document. In the Insert Merge Filed window select and insert the options you wish to add to your mail merge document, and in the order you want them to appear. If you click on the Address Fields button you will need to insert each option one by one. Click on the blue More items… It will bring up this window.ġ0. Then keep following the wizard prompt by clicking Next: Arrange you labels at the bottom.ĩ. Once you click OK, your word doc will look like this, or similar depending on formatting: 8.

Mail merge in word mac verification#

Then it will bring up a verification page like this:ħ. When choosing use an existing list, and browsing, you can select a document (such as excel) with the addresses in it.

If you choose to type a new list you will need to select the blue create button and a window will pop up to create the contacts for the document.Ħ.

That will bring up a window for you to select the correct folder.

If you choose to s elect from Outlook contacts you will have to select the blue c hoose contacts folder button.

If you choose to using an existing list, then you will need to select the blue browse button.

Then choose one of the options at the top – using an existing list, select from Outlook contacts or type a new list. Hit Next: Select recipients at the bottom. Select whether to use the current document (can be an existing document, Excel), change document layout or start from existing document.ĥ. A new window will come up that looks like this:Ĥ. Select label options in blue to choose the correct formatting. Follow the Mail Merge Wizard by choosing the type of document (labels, letters, envelopes etc.) and hit Next at the bottom.ģ. A Mail Merge window should show up on the right.Ģ. Click on Start Mail Merge Button and select the Step by Step Mail Merge Wizard from the drop down menu. Mail Merging is very useful when sending the same source to multiple addresses.ġ.