Mail merge
- 1. Mail Merge 101 Creating Certificates
- 2. Create Your Recipients List Create in Excel Doesn’t have to be fancy Use heading terms that will be included in your letter (certificate) Save to your desktop or other location. Note: If you think you will be editing this mail merge at a later time, DON’T change the location of the recipient list. Word will not know where to find the data. Tip: Rename your spreadsheet tabs so that you know exactly which one contains the data or delete all unused sheets.
- 3. Rename sheet tab (double-click the tab and type new name or right-click and choose ‘rename’). Use auto-fill to copy identical data. Save
- 4. Mail Merge Wizard Open your blank certificate. Open the Mail Merge Wizard in the task pane. Tools Letters and Mailings Mail Merge
- 5. Step 1 Choose Letters if you are creating a certificate. Click Next: Starting document.
- 6. Step 2 Use the current document. Click Next: Select recipients.
- 7. Step 3 Use an existing list (the spreadsheet you already created). Click Browse and find the spreadsheet. Highlight the sheet where the data was entered. Your data will pop up. Click Next: Write your letter
- 8. Step 4 Click in your certificate where data will be added. Click “More Items”. Choose the data from the window that pops up. Click Insert. Click to close the window, then repeat for all other areas. Click Next: Preview your letters.
- 9. Step 5 Make any corrections to spacing, font, font size, etc. that are needed. You can remove recipients from the list if you want.
- 10. Step 6 Make changes to all of the letters, by going to the previous step. Click Edit individual letters to have Word create a new document that contains each of the certificates (recommended) Or Print if you do not want to keep a copy of the certificates.
- 11. Finished Certificates Save Print