After connecting both files, the Word document pulls the data from Excel sheet and places them in place of inserted fields. When a mail merge runs, Excel sheet (source) gets connected to the Word document (template file). This one is the sample template file that we will create in this chapter below: Where to use mail merge?Ī mail merge can be used for creating the following personalized message, i.e., The personalized data like name, address, and phone number is fetched from the sheet or you can say data file. In this document, we have to specify where the personalized data will place. This one is the sample data file that we will create in this chapter below: Template fileĪ template file is a document that holds the message to be sent out. "By defining the format for mail or letter, mail merge automatically takes the data from the Data file and place in the template file for personalized template of mail." The data of the data file is used inside the template file to create personalized email or letters. This data file can be an Excel spreadsheet or Google sheet. The data file is a source file that contains the data (like name, address, phone number) in the spreadsheet. Mail merge has two essential components that a user should know. The main purpose of mail merge from Excel to Word is to use file1 (Word file) and file2 (Excel document) to create a third file. It is basically the personalized document to be sent.
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