If you need to send batch documents to a group of individuals, the Microsoft Mail Merge feature is a fast and easy way to do it. Let’s review the step-by-step process.
2020-4-3 How to format date, currency and number during mail merge in Word? Mail merge is a useful tool to create a set of documents that are essentially the same but where each documents contain unique elements. However, when we merge some mails, we should pay more attention to the format of date, currency and number. For more info, see Prepare your data source in Excel for a mail merge in Word for Mac. Outlook Contact List contains data in a format that can be read by Word. See Use Outlook contacts as a data source for a mail merge. Word data file is a data source you can create on the fly, within Word. For more info, see Set up a mail merge list with Word. Formatting percentages in Microsoft Word mail merges. The only problem I have, though, is that when I do a mail merge, the formatting of my calculated numbers is thrown off, and the worst is the percentages. Note that I’m using Microsoft Office 2010, although that webpage is for Office 2003, so I’m sure it works with other versions.
If you need to send batch documents to a group of individuals, for example, an invitation to an event or meeting; the Microsoft Mail Merge feature is a fast and easy way to do it. We previously showed you show to prepare documents using the Mail Merge feature in Word 2016 for Windows, but the process a little bit different for users of Word 2016 for Mac. In this article, we show you how it works.
![]() Using the Mail Merge Feature in Microsoft Word 2016 for Mac
Mail merge is not just for documents; you can use it for brochures, newsletters, or materials for mass mailings. Setting up a document for mail merge is a two-part process, which includes the main document and the data source consisting of the names and addresses of the individuals for each document. Information stored in the data source is used by Word to combine then generate documents for each.
Let’s begin by gathering information for each recipient called the Field Name. A field name contains information such as the name, address, and salutation. Another important part of creating a mail merge document is the Form, which includes information delivered to the recipient. The sample letter below contains a list of fields I will include in each document.
Create Recipient Lists
Launch Microsoft Word, then select the Mailings tab > Select Recipients > Create a New List.
The data source window will appear on the screen. As you can see, the List Fields are already populated with names you could use. Just to be safe, I would remove all of them and use your own to avoid any confusion. Select each field, then click the minus button to remove it. After clearing each field, proceed to enter your own. You can organize each field, using the up and down arrow. When you are done, click Create.
Give the data source a name then click Save.
Populate the fields with the names and addresses of each recipient, when complete, click OK. Note, to add or remove a record, click the plus or minus sign in the lower-left corner of the window.
Insert Merge Fields and Finish Merging Document
Now comes the easy part, inserting your merge fields. Select the Mailings tab, then click Insert Merge Field, then choose your merge field. Repeat the steps to populate your document with the appropriate merge fields.
Save the form letter, select the Mailings tab, then click Finish & Merge button then click Edit Individual Documents.
You can then review your documents or print them.
Users of Word 2016 for Windows will notice there are slight differences between both versions. Word 2016 for Mac is ironically reminiscent of Word 97 for Windows. Regardless, both produce the same results.
For more tips and tricks for using Microsoft Office, browse our complete archive of Office articles.
If you need to send batch documents to a group of individuals, for example, an invitation to an event or meeting; the Microsoft Mail Merge feature is a fast and easy way to do it. We previously showed you show to prepare documents using the Mail Merge feature in Word 2016 for Windows, but the process a little bit different for users of Word 2016 for Mac. In this article, we show you how it works.
Using the Mail Merge Feature in Microsoft Word 2016 for Mac
Mail merge is not just for documents; you can use it for brochures, newsletters, or materials for mass mailings. Setting up a document for mail merge is a two-part process, which includes the main document and the data source consisting of the names and addresses of the individuals for each document. Information stored in the data source is used by Word to combine then generate documents for each.
![]() Definition Mail Merge
Let’s begin by gathering information for each recipient called the Field Name. A field name contains information such as the name, address, and salutation. Another important part of creating a mail merge document is the Form, which includes information delivered to the recipient. The sample letter below contains a list of fields I will include in each document.
Create Recipient Lists
Launch Microsoft Word, then select the Mailings tab > Select Recipients > Create a New List.
The data source window will appear on the screen. As you can see, the List Fields are already populated with names you could use. Just to be safe, I would remove all of them and use your own to avoid any confusion. Select each field, then click the minus button to remove it. After clearing each field, proceed to enter your own. You can organize each field, using the up and down arrow. When you are done, click Create.
Give the data source a name then click Save.
Populate the fields with the names and addresses of each recipient, when complete, click OK. Note, to add or remove a record, click the plus or minus sign in the lower-left corner of the window.
Insert Merge Fields and Finish Merging Document
Now comes the easy part, inserting your merge fields. Select the Mailings tab, then click Insert Merge Field, then choose your merge field. Repeat the steps to populate your document with the appropriate merge fields.
Save the form letter, select the Mailings tab, then click Finish & Merge button then click Edit Individual Documents.
Mac Microsoft Word Mail Merge Formatting Font
You can then review your documents or print them.
Users of Word 2016 for Windows will notice there are slight differences between both versions. Word 2016 for Mac is ironically reminiscent of Word 97 for Windows. Regardless, both produce the same results.
Mac Microsoft Word Mail Merge Formatting File
For more tips and tricks for using Microsoft Office, browse our complete archive of Office articles.
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