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28 August 2014
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Saving time

2. Getting the data

  • Click on the Get Data option;
  • Select Open Data Source and choose 'suppliers.xls';
  • Click OK, give your template letter a name and choose Save;
  • Match the data fields on the template letter with the categories on your spreadsheet using the Match Fields option;
  • The <<FirstName>> Merge Field Code should match up to the 'First Name' column on your spreadsheet.

3. Merging them together

With your template letter open on the screen, you can now begin the Mail Merge. Simply select the Mail Merge Button, or select Tools >Mail Merge >Merge. Then click on the Merge Button.

A new document will now be created and, on each new page, the same letter will be replicated - each of them with different suppliers address from your spreadsheet.

If you are unable to view the Flash movie above, click here for a non-Flash alternative.

What now?

Once Anita has done this, she has to print the document containing the letter to all of her suppliers - then she can pop them into the post.

Go to the next screen to see how Anita makes a stock record.





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