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How to mail merge from excel spreadsheet pdf#
PDF - to create a single document in the PDF format that includes all the merged copies so that you can print them later.Select the necessary option from the Merge to list: You can start mass mailing or save the result as a file in the PDF or Docx format to be able to print or edit it later. To replace an inserted field, disable the Preview results mode, select the field with the mouse, click the Insert Merge Field button at the right sidebar and choose a new field from the list.To delete an inserted field, disable the Preview results mode, select the field with the mouse and press the Delete key on the keyboard.Use the arrow buttons to preview versions of the merged document for each record. Turn on the Preview results switcher at the right sidebar to view the document text with the merge fields replaced with actual values from the data source.Turn on the Highlight merge fields switcher at the right sidebar to make the inserted fields more noticeable in the document text.Add all the fields you need anywhere in the document. The available fields correspond to the data in the first cell of each column of the selected data source. Place the mouse cursor in the text of the main document where you want a merge field to be inserted, click the Insert Merge Field button at the right sidebar and select the necessary field from the list.Insert merge fields and check the results.To discard the changes, click the Close button. After all the necessary changes are made, click the Save & Exit button.
How to mail merge from excel spreadsheet how to#
Note: to learn more on how to use the Find and Replace tool you can refer to the Search and Replace Functions section of the Spreadsheet Editor help. - to search for a certain value and replace it with another one, if necessary.Note: to learn more on how to use the filter you can refer to the Sort and filter data section of the Spreadsheet Editor help. - to clear all the applied filter parameters.- to enable the filter for the previously selected range of cells or to remove the applied filter.and - to sort your data within a selected range of cells in ascending or descending order.and - to copy and paste the copied data.
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To simplify working with data, you can use the icons on the top of the window: