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Repeat this process for the rest of your blank labels (or use copy and paste to add the rule into the rest of your template). Next click on the RULES option in the MAILINGS tab at the top of the page. You must add this rule to each of the blank labels in your template – except the first one. It will only recognise its own built-in templates OR label templates to create using Word’s “Create Labels” tool. Word does not recognise standalone label templates as label templates. If you have used a standalone label template, the Wizard will NOT add the next record rule for you.
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TROUBLESHOOTING TIPS – No Next Record Rule In Your Label Template
#Mail merge template download#
You will need to create your own label template or download a standalone template. Microsoft periodically removes discontinued templates from Word.
#Mail merge template code#
If you still cannot find the code you need, it may relate to a product that has been discontinued. If you cannot find your code, double check that you have the right code. You can then scroll down to find your required code. The list will jump down to codes that start with that number or letter. Then type the first number or letter of your code using your keyboard. Get closer to your required template code by left clicking on on one of the codes in the list. The list contains codes that are numbers OR that start (and end) with a letter. Make sure PRINTER is set to PAGE PRINTERS and you have chosen the correct LABEL VENDOR (e.g. Word contains LOTS of built-in templates, which can make it tricky to find the one you need. TROUBLESHOOTING TIPS – Finding A Compatible Template Code This week, we’re running through a few of the most common problems that people encounter when using the Mail Merge tool – and, hopefully, providing you with the troubleshooting tips and tricks that you’ll need to put things right.
#Mail merge template how to#
Last week, we explained how to use Word’s Mail Merge tool to create address labels. Template Tuesday Presents.a guide to the most common problems encountered when using Word's Mail Merge tool. The labels template is now available for mail merges.Or copy the link! Troubleshooting Tips – Word’s Mail Merge Tool If necessary, use the Page Setup button to reset the margins of the Merge Template to match those of the Microsoft Word document.Ĭlick Save and then Close. Return to Morningstar Office and delete all content in the existing template.Ĭlick CTRL+V to copy the labels from the MS Word template into this Merge Template. Upon completion, click CTRL+A to select all MS Word content, and then click CTRL+C to copy all selected content. Note: To save time paste variables in each cell of the first page, and copy and paste the entire page. Continue to copy on multiple pages until you have entered enough cells to create labels for your entire mail merge. Note: Variables are encapsulated with double arrowheads >.Ĭopy and paste the address Variables into the MS Word labels template. Leave the template open and return to MS Word. Select the variables from the template that you would like to include in your address labels. Open Morningstar Office and navigate to the Client Management tab and then the Mail Merges page.įrom the toolbar menu above the grid, select New, Document Template.Įnter the Merge Template Name and Merge Template Description. Select the Label product (Example: Avery 5162).Ĭreate a new document that displays the labels template. Note: Follow the Mail Merge Wizard that appears on the right side of the document to select Labels. Go to the Tools menu and select Letters and Mailings, Mail Merge. Go to the Mail Merge tab and select Labels. Open Microsoft Word, and based on your version, locate the Mail Merge feature. Creating a Mail Merge Template for Labels