[Barbara P]

This seems really simple but I can't figure out what I'm missing. I want to
create a mail merge document that can be used by our adminitrative team to
send out acknowledgements. Tehy will get an excel list of names once a week.
I want to jsut create the word doc with the fields (date, greeting, etc.)
embedded so they can just open and then run the mail merge.

I am starting with a blank doc, clicking on mailings, start mail merge,
letters. I then expected the commands under Write & Insert Fields would be
available, but they are greyed out.

What am I doing wrong??

[macropod[_2_]]

Hi Barbara,

Create a dummy data source using an Excel file named the same as your team will be using and with the field headings the genuine
file will have, plus a few representative records. You can then setup the mailmerge main document with all the necessary fields,
textual content and formatting.

--
Cheers
macropod
[Microsoft MVP - Word]


"Barbara P" wrote in message ...
This seems really simple but I can't figure out what I'm missing. I want to
create a mail merge document that can be used by our adminitrative team to
send out acknowledgements. Tehy will get an excel list of names once a week.
I want to jsut create the word doc with the fields (date, greeting, etc.)
embedded so they can just open and then run the mail merge.

I am starting with a blank doc, clicking on mailings, start mail merge,
letters. I then expected the commands under Write & Insert Fields would be
available, but they are greyed out.

What am I doing wrong??

[Barbara P]

Thank you!! I did think of that after I posted but thought there was probably
some other way. Thanks so much.

"Barbara P" wrote:

This seems really simple but I can't figure out what I'm missing. I want to
create a mail merge document that can be used by our adminitrative team to
send out acknowledgements. Tehy will get an excel list of names once a week.
I want to jsut create the word doc with the fields (date, greeting, etc.)
embedded so they can just open and then run the mail merge.

I am starting with a blank doc, clicking on mailings, start mail merge,
letters. I then expected the commands under Write & Insert Fields would be
available, but they are greyed out.

What am I doing wrong??