

In the Insert Picture dialog box, click the down arrow next to the Insert button, and then click either “Link to File” or “Insert and Link”. For instance, if there’s a reshuffle in the company, updating every single Word document that contains the older version of the org chart may take lot of effort. This is a common issue in organizations where documents often contain common graphic elements - examples could include a company’s logo or an organization chart.
For instance, if you want to take advantage of bulk mail rate, you'd want to sort the Excel records by ZIP Code before starting the merge. In addition, if this were a large mailing, you might need to sort the detail records for some reason. Word offers a number of templates for a variety of purposes. We're working with a short list to simplify the example.īefore creating the Word template from scratch, look for an existing template. Also, consider that a mail merge can handle hundreds of finished pages. In addition, you can reuse the template every time you want to print new membership letters. You might think that it would be faster to type four letters, but it isn't. The merge will generate four new membership letters ready to put in the mail. (The placeholders mean nothing to Word, and you can use any visual clue you want.) When setting up the merge, you'll replace those with the merge fields that are mapped to the Excel fields, accordingly. These are a visual clue to you that you need to merge fields to display the personalized data. The Word template has a number of textual placeholders, denoted by the characters-member's name, address, and membership type. Figure A: You'll need a template and information file to start.
