A field name contains information such as the name, address, and salutation. Let’s begin by gathering information for each recipient called the Field Name. Word uses information stored in the data source to combine then generate documents for each. 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. Mail merge is not just for documents you can use it for brochures, newsletters, or materials for mass mailings. In the "Field Properties" pane, type or paste the name of the desired merge field.Using the Mail Merge Feature in Microsoft Word 2016 for Mac.In the "Field Names" selector, choose "MergeField".Find the "Quick Parts" option and select "Field".Place the cursor at the desired location of the new merge field.If you're on a Mac, you need to download the file, save it on your computer, then re-upload it to the Document Generation Templates. You can re-open the template from the Document Generation Template list if you wish to make sure your changes have saved. On a PC, the file should automatically be saved to your Document Generation Templates. The Field Name must be entered exactly as you see in the lists linked below.Īfter completing your edits, save the changes. Enter the name of the merge field you wish to add in the Field Name text box.Right click on the pasted merge field and click Edit Merge Field.Paste the merge field at the desired location in the document.Highlight & copy an existing merge field.For the desired template type, click the icon.Click Document Generation Templates in the Document Generation section. To view the merge fields available for documents: Customer Service will be able to assist you in setting proper expectations after receiving your request for help. In addition, depending on the complexity and scope involved in the requests, charges may be incurred. Planning Tip! Assistance from Customer Service with your templates may require a longer than normal turnaround time. An understanding of working in Microsoft Word is necessary to update your templates. Many database fields (merge fields) are available to customize your document templates.
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