Instructions for completing it are below the dialog box:Ĭategories: Choose “Mail Merge” from the dropdown box.įield Names: Choose “MergeField” from the choices available. In versions available since 2007, the Field option is available in a dropdown menu under Quick Parts on the Insert menu:Įither way, the dialog box below is what you’ll be working with. In older versions of Word, under the Insert menu choose Field. The one difference is how you go about getting to the dialog box which allows you to add fields. If you’re ready to begin adding Mail Merge Fields to your template, the process is largely the same regardless of the version of Word you are using. Adding Mail Merge Fields to your Template You will then see the dialog box below with many available Date and Time formats from which to choose: Within Microsoft Word, select Date & Time under the Insert menu. If you are preparing a letter or some other document and you want to include the date and/or time, be aware that Redtail has no mail merge field for this because Microsoft Word has this function built in as an Insert. Open up Microsoft Word and pull up either a blank document or an existing document that you would like to make available as a Mail Merge template. Before you begin preparing templates for use with Redtail, it’s a good idea that you become familiar with what fields Redtail supports as available for Mail Merge documents.
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