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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?? ![]() |
#2
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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?? ![]() |
#3
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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?? ![]() |
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