SECTION 2
Lesson 2.2: Manual Mail Merge

   

 

 

If you click on the Insert Word Field button in the Mail Merge toolbar, you will see a list of new fields:

 

 

Let’s take a look at what each of these fields does.

 

Ask

If you have created bookmarks, insert this field at the beginning of your document. Then, Word will ask you what text you want to put in and place that text at each bookmark as it merges each record. (Text can be different for each record.)

Fill-in

When you complete the merge, Word will ask you what text you want to place in this field as it merges each record.

If…Then…Else…

This dialog box lets you set exceptions for your merge. If a field equals a certain value, Word will insert a certain text string. Else, Word will insert a different text

Merge Record #

This will add a number to each label.

Merge Sequence #

Counts the number of successfully merged records.

Next Record

Inserts the next record into the current document rather than creating a new one.

Next Record If…

Inserts the next record into the current document if certain conditions are met.

Set Bookmark

Bookmarks are mainly used to indicate where to insert Ask text.

Skip Record If…

Skips the record if certain conditions are met.

 

These fields aren’t necessary for a simple merge, but if you use mail merge often, you may want to experiment with these fields.