DO MAIL MERGE MS WORD FOR MAC 2011 HOW TO

Once you have ensured the report will display the way it is requires, select Finish and merge to complete the mail merge.

From here you can finalise your mail merge document.

Select Save (do not change anything else at this point).

Select the Duplicate button when it prompts that the document is read only (shown on the yellow ribbon underneath the main toolbar).

Click Select when prompted, then Grant Access.

Please note At this stage some users may get prompted for additional permissions. If this is the case.

Open Practice Manager from the home screen.

PLEASE NOTE: If you want to save a list of clients for frequent use, click on Finish & Save on the finish screen. Your Address File Open a Blank Word Document Select Mail Merge Manager from the Tools Menu The Mail Merge Manager Select Document Type Select Your Label.

Select Merge to Printer (to open the print window) or Merge to New Document (to show the merged document on screen).

Complete Merge at the bottom of Mail Merge Manager.

On the Word menu bar, go to Tools > Mail Merge Manager.

You'll also see the Use Template window.

In the Microsoft Word template, edit any sections highlighted in yellow.

Select a template from the list and click on Use Template. If you use Microsoft Office 2011 with a Mac computer, you can easily import addresses or other data from an Excel spreadsheet or from your Apple Contacts and.

Check that the summary of clients is correct and click Continue.

Select your clients and click Continue.

Go through the merged document and 'manually' do any necessary fix-ups to image size. Dont miss this step, its very important: Select the new document Press Ctrl + A Press F9.

Select the tax year and one of All Clients, Specific clients or Advanced client selection (Data mine). Run the for Word 2007+: Mailings, Finish & Merge, Edit Individual Documents or for Word 2003 and before: Merge to New Document (not to a printer, fax or e-mail).

Fill in the Name and Description fields for the Mail Merge and click Continue.

Click on Create New Mail Merge to open the wizard and click Continue.Click on Mail Merge from the left-hand menu. To start with you'll see the standard filter (All Clients) but you can create custom filters later.Open Practice Manager from the home screen.

DO MAIL MERGE MS WORD FOR MAC 2011 HOW TO

The following process shows you the basic steps on how to use Mail Merge on a Mac. The steps are slightly different if you are using the 2011 or 2016 version of Office for Mac You can access Mail Merge via Practice Manager. Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms.

Do mail merge ms word for mac 2011