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#1
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how do I save a selected mail merge list for multiple letters etc
Hi
I am regularly processing memberships of an association and when memberships are paid I need to prepare Word documents for the payment receipt and thankyou, membership certificate, membership card - front and back, and envelope. The membership details / fields are in an Excel spreadsheet. Excel and Word are both from Office 2007. My question is how do I select the mail merge list once only then save it to use for all of those documents. I would then do this process again for the next batch of payments. Thanks |
#2
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how do I save a selected mail merge list for multiple letters etc
The list is your Excel worksheet? Attach the worksheet to your merge
document - essentially the procedure at http://www.gmayor.com/merge_labels_with_word_2007.htm -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Craig07 wrote: Hi I am regularly processing memberships of an association and when memberships are paid I need to prepare Word documents for the payment receipt and thankyou, membership certificate, membership card - front and back, and envelope. The membership details / fields are in an Excel spreadsheet. Excel and Word are both from Office 2007. My question is how do I select the mail merge list once only then save it to use for all of those documents. I would then do this process again for the next batch of payments. Thanks |
#3
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how do I save a selected mail merge list for multiple letters etc
From what you are saying it sounds as if you may be creating a new Excel
workbook for each new member, or that at the very least, you may need to select that specific member in each mail merge main document to print the relevant material for that member. IMO the best thing to do is connect all of your mail merge main documents, once and for all, to an Excel workbook whose name and location never varies, that always has the same columns, and which has exactly one record. e.g. you connect them all to c:\memberdata\onenewmember.xls or whatever. Then, with all the mail merge main documents closed, you either copy the excel workbook containing the new member details to that file, or create a new one with just theat member's details. -- Peter Jamieson http://tips.pjmsn.me.uk "Craig07" wrote in message ... Hi I am regularly processing memberships of an association and when memberships are paid I need to prepare Word documents for the payment receipt and thankyou, membership certificate, membership card - front and back, and envelope. The membership details / fields are in an Excel spreadsheet. Excel and Word are both from Office 2007. My question is how do I select the mail merge list once only then save it to use for all of those documents. I would then do this process again for the next batch of payments. Thanks |
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