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Word Merge - Adding an Excel Spreadsheet as a Datasource

Last post 05-08-2008, 11:43 PM by Steve Quarles. 0 replies.
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  •  05-08-2008, 11:43 PM

    Word Merge - Adding an Excel Spreadsheet as a Datasource

    Attachment: FCMergeFields.zip

    Word 2007 Instructions:

    1. Open a Word Template (*,dot)
    2. Click on the Mailing Tab with Word 2007.
    3. Click on the Start Mail Merge Button.
    4. Click on the Step by Step Mail Mege Wizard.
    5. In the Mail Merge Wizard on the right select the Letters (radio button).
    6. Click Next "Starting Document" to Continue.
    7. In the Mail Merge Wizaed on the right select the Use the current document (radio button).
    8. Click Next "Select receipients".
    9. Click on Browse under "Use an existing list".
    10. Navigate to the FCMergeFields.xls when the "Select Data Source" dialog appears and choose the spreadsheet and click the open button.
    11. When the Select Table dialog appears make sure Shee1$ is selected and click ok.
    12. When the Mail Merge Recipients dialog appears click the ok button.

    Now, place the curson in the position you would like to place your merge field and you can click on the Insert Merge Field and choose the merge field you would like to insert from the drop down list.

    This will make it much easier to insert merge fields into your documents. 


    Steve Quarles
    HeadLogix Support
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