Create a form letter in word - Word и Excel - помощь в работе с программами

Summary

This article explains how to use the Mail Merge feature in Microsoft Word to create and to print form letters by using data from a Microsoft Excel worksheet.

When you use the Word Mail Merge feature, Word merges a main document with a recipient list to generate a set of output documents:

The main document contains the basic text that is the same in all of the output documents. It may contain a letterhead, text, and instructions in merge fields for inserting text (such as recipient names and addresses) that vary from one output document to another.
The recipient list is a database that contains the data that is to be merged into the output documents. For example, the recipient list is a Microsoft Access database file or an Excel worksheet.

This database is typically a list of names, addresses, phone numbers, and other categories of personal information.
The output documents are the result of the mail merge. The text in an output document can be the same in all output documents, but you can apply formatting to specific documents.

Step 1: Set Up the Excel Data File

Before you proceed with the Mail Merge Wizard, make sure that your Excel worksheet is well structured for this purpose. Note the following requirements for the data table:

The first row should contain field names for each column — for example, Title, Salutation, First Name, Middle Name, Last Name, Address1, and Address2.
Each field name should be unique.
Each row should provide information about a particular item. For example, in a mailing list, each row might include information about a particular recipient.
The table should contain no blank rows.

Create your Excel data file, and then arrange it by using the fields that you want to use for your letter, as shown in the following sample data file.

After you create your Excel data file, save it, and then close the data file.

For more information about how to create a mail-merge address list, click the following article number to view the article in the Microsoft Knowledge Base:

294688 How to design and set up a mail merge address list in Word 2002 and in later versions of Word

Step 2: Set Up the Main Document

In Microsoft Office Word 2003 and in earlier versions of Word, point to Letters and Mailings on the Tools menu, and then click Mail Merge Wizard.

In Microsoft Office Word 2007, click Start Mail Merge in the Start Mail Merge group on the Mailings tab, and then click Step by Step by Mail Merge Wizard.
Under Select document type, click Letters.

The active document becomes the main document. The main document contains the text and graphics that are the same for each version of the merged document. For example, the return address and the salutation in a form letter are the same for each version.
Click Next: Starting document.
Use one of the following methods:
- Start with the document that is currently shown in the document window. To do this, click Use the current document.
  
  You can then either type the letter in the document window or wait until the wizard prompts you to do so in a later step.
- Start with a template. To do this, follow these steps:
  1. Click Start from a template.
  2. Click Select template.
  3. On the Mail Merge tab, select the template that you want in the Select Template dialog box, and then click OK.
- Start with an existing document. To do this, follow these steps:
  1. Click Start from existing document.
  2. In the Start from existing box, select the document that you want, and then click Open.
  3. If you do not see the document, click More files, and then click Open. In the Open dialog box, locate the document that you want, and then click Open.
Click Next: Select recipients.

Step 3: Specify the Excel Data Source

Under Select recipients, click Use an existing list.
Click Browse.
In the Select Data Source dialog box, locate and then click the Excel worksheet that you want to use.

By default, Word opens the «My Data Sources» folder.
Click Open.
If your Excel worksheet contains information about multiple tabs, select the tab that contains the information that you want, and then click OK.
All entries in the data source appear in the Mail Merge Recipients dialog box. Here, you can refine the list of recipients to include in the merge.

Step 4: Select the Recipients

In the Mail Merge Recipients dialog box, select the recipients that you want to include. To do this, use one of the following methods:
- Use the check boxes to designate recipients.
  
  This method is most useful if the list is short. Click to select the check boxes next to the recipients that you want to include, and then click to clear the check boxes next to the recipients that you want to exclude.
  
  Note If you know that you want to include most of the list in your merge, click Select All, and then click to clear particular records. Similarly, if you want to include only a few records in the list, click Clear All, and then select the records that you want.
- Sort items in the list.
  
  This method is useful if you want to see items in alphabetical or numeric order. Click the column heading of the element by which you want to sort. For example, if you want to display the list alphabetically by last name, click the Last Name column heading.
- Filter items in the list.
  
  This method is useful if the list contains records that you know you do not want to see or include in the merge. After you have filtered the list, you can use the check boxes to include and exclude records, as described earlier. To filter the list, follow these steps:
  1. Click the arrow next to the column heading of the element that you want to filter by.
  2. Click any of the following:
    - (Blanks): This option displays all the records in which the corresponding field is blank.
    - (Nonblanks): This option displays all the records in which the corresponding field contains information.
    - If the data source contains records that share the same information, and if there are 10 or fewer unique values in the column, you can filter by specific information. For example, if there are multiple addresses that list Australia as the country, you can filter by Australia.
- The Mail Merge Recipients dialog box displays only the designated records. To display all the records again, click (All).
Notes
- For advanced sorting and filtering, click the arrow next to any column name, and then click (Advanced). Use the Filter Records and Sort Records tabs to set up the sorting or filtering query that you want.
- If you have installed address validation software, click Validate in the Mail Merge Recipients dialog box to validate your recipients’ addresses.
Click OK to return to the Mail Merge Wizard.

Word uses the recipients that you designated for the merge.
Click Next: Write your letter.

Step 5: Complete the Letter and Add Merge Fields

If you have not already done this, type the text that you want to appear in every form letter in the main document.

Insert Merge Fields

Insert merge fields where you want to merge names, addresses, and other information from the data source. To insert merge fields, follow these steps:

In the main document, click where you want to insert the field.
Insert any of the following:
- Address block with name, address, and other information:
  1. Click Address block.
  2. In the Insert Address Block dialog box, select the address elements that you want to include and the formats that you want, and then click OK. For help on an option, click the question mark, and then click the option.
  3. For help on an option, click the question mark, and then click the option. If the Match Fields dialog box appears, Word may be unable to find some of the information it needs for the address block. Click the arrow next to
    (not available), and then select the field from your data source that corresponds to the field required for the mail merge.
- Greeting line:
  1. Click Greeting line.
  2. Select the greeting line format that includes the salutation, name format, and following punctuation.
  3. Select the text that you want to appear in the cases in which Word cannot interpret the recipient’s name. For example, Word cannot interpret the name when the data source contains no first or last name for a recipient, but only a company name.
  4. Click OK.
  5. If the Match Fields dialog box appears, Word may be unable to find some of the information it needs for the greeting line. Click the arrow next to (not available), and then select the field from your data source that corresponds to the field required for the mail merge.
- Other fields of information:
  1. Click More items.
  2. Use one of the following methods:
    - Click Address Fields to select from address fields that will automatically map to corresponding fields in your data source, even if the data source’s fields do not have the same name as your fields.
    - Click Database Fields to select from fields that always take data directly from a column in a database.
  3. In the Fields box, click the field that you want.
  4. Click Insert, and then click Close.
  5. If the Match Fields dialog box appears, Word may not be able to find some of the information it needs to insert the field. Click the arrow next to (not available), and then select the field from your data source that corresponds to the field required for the mail merge.
    
    Note If you insert a field from the Database Fields list, and if you later switch to a data source that does not have a column with the same name, Word cannot insert that field information into the merged document.
- Electronic postage:
  
  To add electronic postage, you must first install an electronic postage program, such as one that you can purchase from a third-party provider on the Web. To use electronic postage, follow these steps:
  1. Click Electronic postage.
    
    If you do not have an electronic postage program installed, Word prompts you to install one, and offers to connect to the following Microsoft Office Web site:
    
    Print Online Postage
    http://office.microsoft.com/services/service.aspx?sid=2.4
  2. Insert the postage according to the program’s instructions.
- To add electronic postage, you must first install an electronic postage program, such as one that you can purchase from a third-party provider on the Web. To use electronic postage, follow these steps:Postal bar code: You must select a letter or envelope type that supports the POSTNET bar code. To use the Postal bar code, follow these steps:
  1. Click Postal Bar Code.
  2. In the Insert Postal Bar Code dialog box, select the appropriate address fields.
    
    Note The Postal Bar Code option appears only if you are using the U.S. language version of Word.
  3. Repeat steps a and b for all the fields that you want to insert. NOTES:
    - You cannot type merge field characters (» «) or insert them by using the Symbol command on the Insert menu.
    - If the merge fields appear inside braces, such as { MERGEFIELD City }, Word is displaying field codes instead of field results. This does not affect the merge, but if you want to display the results instead, right-click the field code, and then click Toggle Field Codes on the shortcut menu.
  For example, by using the sample database shown earlier, your letter might contain the AddressBlock and GreetingLine fields, and therefore your first page appears similar to the following:
  
  February 26, 2002
  
  AddressBlock
  
  GreetingLine
  
  Type your letter here.
  
  Sincerely,
  
  Type your name here
Note You can also use the Mail Merge toolbar to insert merge fields, work with your mail-merge main document, or run a mail merge. To display the Mail Merge toolbar, point to Letters and Mailings on the Tools menu, and then click Show Mail Merge Toolbar.

The Mail Merge toolbar provides additional commands that are not included in the Mail Merge Wizard task panes. For example, you can use the Insert Word Field menu on the Mail Merge toolbar to insert Word fields for controlling the merge process. For example, you can insert an IF field that inserts text only if a particular merge field has a specified value.

Alternatively, you can click Check For Errors to make Word run the mail merge and report any errors that are contained in the main document.

Change the Format of the Merged Data

To format merged data, you must format the merge fields in the main document. Do not format the data in the data source, because its formatting is not retained when you merge the data into the document. To change the format of the merged data, follow these steps:

In the main document, select the field that contains the information that you want to format, including the enclosing merge field characters (<< >>).
In Word 2003 and in earlier versions of Word, click Font on the Format menu, and then select the options that you want.

In Word 2007, click the option that you want in the Theme Fonts box in the Font group on the Home tab.

Format by Using Field Codes

To control other aspects of formatting, press ALT+F9 to display field codes, and then add switches to the merge fields. When you work with fields, a switch is a special instruction that causes a specific action to occur. Generally, a switch is added to a field to modify a result.

Examples of how to use switches are as follows:

To display the number 34987.89 as $34,987.89, add the Numeric Picture switch (#).
To print client names in uppercase letters, add the Format switch (*).
To make sure that the merged information has the same font and point size that you apply to the merge field, add the Charformat switch (*).

Step 6: Save the Document

After you have completed the main document and inserted all the merge fields, make sure that you save the document before proceeding. To do this, follow these steps:

In Word 2003 and in earlier versions of Word, click Save As on the File menu.

In Word 2007, click the Microsoft Office Button, and then click Save As.
Name the document, and then click Save.
Click Next: Preview your letters.

Step 7: Preview the Letters and Fine-Tune the Recipient List

When the wizard displays the «Step 5 Mail Merge» task pane, the wizard replaces each of the merge fields in the main document that has the actual text from the first entry of the recipient list.Therefore, you can see how your first output document will look.

For example, if you were to continue to use the sample database shown earlier, the first page should resemble the following page after you click Next: Preview your letters:

February 26, 2002

Andrew Fuller
908 W. Capital Way
Tacoma 98401

Dear Andrew Fuller,

Type your letter here.

Sincerely,

Type your name here To preview additional entries, use one of the following methods:

To preview the items in order, click the left or right arrow buttons.
To locate and preview a specific item, click Find a recipient, and then enter the search criteria in the Find Entry dialog box.

Fine-tune the recipient list if you want. To do this, use one of the following methods:

To exclude a particular recipient from the merge operation, click Exclude this recipient.
To change the list of recipients, click Edit recipient list, and then make your changes in the Mail Merge Recipients dialog box.

Step 8: Complete the Merge

To complete the merge, use any of the following methods.

Personalize Individual Letters

To personalize individual items, you actually complete the merge, and then edit the information that you want in the resulting merged document. To do this, follow these steps:

Click Edit individual letters.
In the Merge to New Document dialog box, select the records that you want to merge.
Click OK.

Word creates and opens a new merged document. Your main document also remains open, and you can switch back to it if you want to change all the documents.
Scroll to the information that you want to edit, and then make your changes.
Print or save the document just as you would any regular document.

Print the Letters

To print the letters, use one of the following methods:

If you personalized the items and if the merged document is active, follow these steps:
1. In Word 2003 and in earlier versions of Word, click Print on the File menu.
  
  In Word 2007, click the Microsoft Office Button, and then click Print.
2. Select the options that you want.
If you want to print directly from the Mail Merge Wizard, follow these steps:
1. In Step 6 of the Mail Merge Wizard (Complete the merge), click Print.
2. In the Merge to Printer dialog box, use one of the following methods, and then click OK:
  - To print all the documents, click All.
  - To print the document that you see in the document window, click Current record.
  - To print a range of documents, click From, and then type the record numbers in the From and To boxes.
3. In the Print dialog box, select the options that you want.

Save the Merged Letters for Later Use

If you want to edit merged letters or to save them for later use, you can collect them into a single document. To do this, follow these steps:

Click Edit individual letters.
In the Merge to a New Document dialog box, use one of the following methods, and then click OK:
- To merge all the documents, click All.
- To merge only the document that you see in the document window, click Current record.
- To merge a range of documents, click From, and then type the record numbers in the From and To boxes.
Word opens a single new document that contains all the individual letters. You can then save the document for later use, just as you would any regular document.

References

For more information, click the following article numbers to view the articles in the Microsoft Knowledge Base:

318117 How to use addresses from an Excel worksheet to create labels in Word

318115 How to create a form letter by using information from an Access database in Word 2002

318112 How to use addresses from an Access 2002 database to create labels in Word 2002

294686 How to use mail merge to create a list sorted by category in Word 2002 and in later versions of Word

290408 Frequently asked questions about mail merge in Word 2002

294688 How to design and set up a mail merge address list in Word 2002 and in later versions of Word

294693 How to use mail merge to create a directory in Word 2002 and in later versions of Word

294683 How to use mail merge to create form letters in Word 2002 and in later versions of Word

Источник

Procedure

Start by opening a Microsoft Word.
From the Tools menu select Mail Merge.
Click on the Create button listed under Main Document.
Select Form Letters from the drop down menu.
In the dialog box that appears select Active Window to start the form letter in the new document.

subsequently, Does Microsoft Word have letterhead templates? Easily customize this personal letterhead example template for your preferences by using built-in themes and colors. This personal letterhead template for Word is sleek, modern, and ready to customize.

How do I create a letter in Word step by step? Tip: If you’re already in Word for the web, get to the letter templates by going to File > New, and then below the template images click More on Office.com. You’ll be on the Templates for Word page. In the list of categories, click Letters. As you work on the letter, you’ll probably want to rename it.

How do I create a form letter in Word and Excel?

The text in an output document can be the same in all output documents, but you can apply formatting to specific documents.

Step 1: Set Up the Excel Data File. …
Step 2: Set Up the Main Document. …
Step 3: Specify the Excel Data Source. …
Step 4: Select the Recipients. …
Step 5: Complete the Letter and Add Merge Fields.

How do you autofill a letter in Word?

Type the text you want AutoComplete to insert. …
Highlight the text.
Click “Insert” in the Word menu bar. …
Click “OK” to add the text.
Check the box labeled “Show AutoComplete Suggestions.” Click “OK.”
Type “Iron” anywhere in your document. …
Press “Enter” to insert “Ironfoundersson Inc.” into your Word document.

How do I create a letter head in Word?

To make a letterhead, start by opening a new Microsoft Word document and saving it as a template. Then, click “Insert” and “Header” in the top menu bar. Enter your letterhead text, like your company name, address, and phone number. You can also add a logo by clicking on “Picture” in the “Insert” tab.

Where do I find letterhead Templates in Word?

How do you make a letter head?

Follow these three steps to create letterhead using an existing template in Microsoft Word.

Choose a letterhead template. …
Customize it with your information. …
Save it to your hard drive. …
Sketch your design on paper. …
Open a new document and save it as a template. …
Insert a header. …
Enter your text. …
Add other design elements.

How do I create a new letter template?

How can I make my own template?

Android. Create the note that you want to use as a template. Tap the More actions button (three dots) in the upper right corner, tap Save note, select Save as Template, then give it a title and click Save. To view your saved templates, create a new note and tap Template in the note body.

How do you design a letter?

How to write an official letter

Set up your font and margins. …
Create your heading. …
Write your salutation. …
Use your body paragraphs to state your reasons for writing. …
Add your closing body paragraph and signature. …
Mention and add your enclosures. …
Proofread and send your letter.

Where can I type a letter and print it?

You would get to them by going to Windows Start Button, select All Programs, and select Accessories. When the list expands you can select Notepad or Wordpad to write your letter. Then you can print using Print option.

How do I download Word templates?

You can download free, pre-built document templates with useful and creative themes from Office when you click File > New in your Office app. Templates can include calendars, business cards, letters, cards, brochures, newsletters, resumes, and much more.

What is a template in Word?

In Microsoft Word, templates are pre-designed documents that you or someone else (such as Microsoft) creates to use as a pattern for a project. The template could be for a business card, brochure, resume, presentation…the list goes on.

What are the different types of templates in MS Word?

Different Types of Templates

Normal. …
User Templates – These can be loaded manually.
Workgroup Templates – These can be loaded manually.
Global Templates – These load automatically whenever Word is open and must be saved in your startup folder.

Where can I find Word template?

The template options are available when you click the Microsoft Office Button, and then click New in Office 2007, or from New under the File menu in Office 2010. There are more templates available in the Microsoft Office Online area.

Where can I get Word templates for free?

Here are several great websites that offer free Microsoft Word templates.
…
Top 8 Sites to Download Microsoft Word Templates

Microsoft Office Online. …
Template.net. …
Vertex42. …
WordTemplates.org. …
Hloom. …
Stock Layouts. …
Used to Tech. …
SmileTemplates.

Where can I find Microsoft Word templates?

How to Access Online Templates

Select File > New to start a new document.
Select a template or use the search box to find alternatives.
When you find the template you want to use, select it to see a preview and description. Select Create to open the template.

How do I download a template?

What program do I use to write a letter?

1. Notepad and Wordpad are on nearly all versions of Windows . Wordpad will let you do more with fonts and formatting.

What program do I use to write a letter on Windows 10?

You can compose and print a simple letter with Notepad or Wordpad, both included with Windows 10. Cortana will find these Desktop Apps for you.

How can I type a letter and print it?

How Do I Type a Letter and Then Print It Out?

Open a word processing program on your computer. …
Write the heading of your letter at the top of the page. …
Address your reader two lines beneath your heading with a greeting. …
Type the body of the letter. …
Choose a closing.

What app can i use to type a letter?

10 Best Writing Apps for iOS and Android

1) iA Writer (iOS, Android) iA Writer is one of the most well-known writing apps available, and for good reason. …
2) JotterPad (Android) …
3) Editorial (iOS) …
4) Monospace Writer BETA (Android) …
5) Drafts 4 (iOS) …
6) Microsoft Word (iOS, Android) …
7) Write (iOS) …
Ulysses (iPad)

How can I type a letter on my laptop?

To type a letter: Start menu > Windows Accessories > Wordpad.
…
If you want significant formatting capability, you have several choices:

Buy Microsoft Office, which comes with Word.
Buy Microsoft Word by itself.
Lease Office 365 (you can’t buy it), which comes with Word.

Join our Business Guide Community and share you ideas today !

Источник

To create a form in Word that others can fill out, start with a template or document and add content controls.
Start with a form template

Go to File > New.
In Search online templates, type Forms or the type of form you want and press ENTER.
Choose a form template, and then select Create or Download.

Contents

1 How do you create a fillable form in Word?
2 How do I create a form template in Word?
3 How do I create a fillable PDF form in Word?
4 How do I create a fillable form in Word with lines?
5 How do I save a Word document as a fillable template?
6 What software do I need to create a fillable PDF form?
7 What is the best software for creating fillable forms?
8 How do I type under a line in Word?
9 How do you type over a dot in Word?
10 How do I create a form letter in open office?
11 How do you automate letters in Word?
12 What is a form letter or template?
13 How do I create a form in Word 2016?
14 What is a form letter in Word?
15 How do I create a form letter in Word 2013?
16 Is fillable a word?
17 Is there a free way to create a fillable PDF?
18 How do I make a fillable form for free?
19 What software can I use to create forms?
20 What program would you use to create a form?

How do you create a fillable form in Word?

Creating Fillable Forms Using Microsoft Word

Enable Developer Tab. Open Microsoft Word, then go to the File Tab > Options > Customize Ribbon > check the Developer Tab in the right column > Click OK.
Insert a Control.
Edit Filler Text.
Design Mode button again to exit the mode.
Customize Content Controls.

How do I create a form template in Word?

Procedure

Start by opening a Microsoft Word.
From the Tools menu select Mail Merge.
Click on the Create button listed under Main Document.
Select Form Letters from the drop down menu.
In the dialog box that appears select Active Window to start the form letter in the new document.

How do I create a fillable PDF form in Word?

Create a Fillable PDF Form from a Word Document

Open the Word document that you want to make into a PDF form.
Go to File -> Print, make sure “Adobe PDF” is selected as your printer, and then click the Print button.
Word will ask you where to save the PDF file you’re creating.

How do I create a fillable form in Word with lines?

Firstly, click “Underline” under “Home” tab and choose one line style. Then press “Shift+ Underscore” to get a line. Then place cursor above the line and type the content. As you type, you will find the line gets longer and longer.

How do I save a Word document as a fillable template?

Saving and Using a Form

Press F12. Word displays the Save As dialog box.
Using the Save As Type drop-down list, select Word Template.
If necessary, change to the directory where the template is to be stored.
In the File Name field, enter the name under which you want this template saved.
Click on Save.

What software do I need to create a fillable PDF form?

Adobe Acrobat Pro DC is the best app to create fillable forms, and consists of three main functions, Acrobat DC, Adobe Document Cloud, and Acrobat Reader. The first one enables you to edit PDFs, the second one keeps PDFs in sync in its cloud storage, and the last one is to read, print, and sign PDFs.

What is the best software for creating fillable forms?

Recommendations for Best Fillable PDF Form Designer Tools

Foxit PDF Editor. This is one of the top PDF form designer tools capable of designing highly-quality fillable PDF forms with ease.
Nitro PDF Pro. Nitro PDF Pro is one of the most popular PDF editors on the market.
PDF Studio.
Adobe Acrobat DC.

How do I type under a line in Word?

Place the insertion point where you want the ruling line (underlining). On the Format menu, click Font. In the Underline style box, select the line style you want, and then click OK. For every blank space you want to underline, press CTRL+SHIFT+SPACEBAR.

How do you type over a dot in Word?

To use a line shortcut, first, open your document with Microsoft Word. Next, place your cursor where you want to add a dotted line in your document. Type the asterisk sign (“*”) three times in your document. Now, press Enter, and Word will convert your asterisks into a dotted line automatically.

How do I create a form letter in open office?

Create a new text document: File > New > Text Document, or open a pre-existing form letter with File > Open. Display the registered data sources: View > Data sources (or press F4). Find the data source that you wish to use for the form letter, in this case Points.

How do you automate letters in Word?

To do this, follow these steps:

Click Edit individual letters.
In the Merge to New Document dialog box, select the records that you want to merge.
Click OK.
Scroll to the information that you want to edit, and then make your changes.
Print or save the document just as you would any regular document.

What is a form letter or template?

A form letter is a letter written from a template, rather than being specially composed for a specific recipient. The most general kind of form letter consists of one or more regions of boilerplate text interspersed with one or more substitution placeholders.

How do I create a form in Word 2016?

How To Create A Fillable Form in Word 2011 and 2016

Open a new document in Word.
Click on the Word menu and select Preferences.
Click the Ribbon button on the bottom row on the right-hand side.
In the Customize section, scroll through the list and insert a check mark next to Developer.
Click the OK button.

What is a form letter in Word?

Two Microsoft Office applications will be required for this task. Excel will be used for the data and Word will be used to create the form letter. A form letter is one in which the body of the letter stays the same but specific information is inserted for/about several different individuals.

How do I create a form letter in Word 2013?

Create a Mail Merge Letter in Word 2013

2On the Mailings tab, from the Start Mail Merge group, choose Start Mail Merge→Letters. This will give you the necessary format.
3Type the letter. You’re typing only the common parts of the letter, the text that doesn’t change for each copy you print.
5Save the main document.

Is fillable a word?

Able to be filled.

Is there a free way to create a fillable PDF?

Open Jotform
Create a free Jotform account and build your fillable PDF form from scratch — or upload an existing PDF form to convert it into a fillable PDF in a single click.

How do I make a fillable form for free?

How to create fillable PDF files:

Open Acrobat: Click on the “Tools” tab and select “Prepare Form.”
Select a file or scan a document: Acrobat will automatically analyze your document and add form fields.
Add new form fields: Use the top toolbar and adjust the layout using tools in the right pane.
Save your fillable PDF:

What software can I use to create forms?

Best online form builders of 2021

Hubspot Free Online Form Builder.
Gravity Forms.
Typeform.
Wufoo.
Microsoft Forms.
Formstack.
Paperform.
Formsite.

What program would you use to create a form?

The 8 best online form builder apps

Google Forms for quickly creating powerful forms for free.
Microsoft Forms for collecting and analyzing form results in Excel.
Jotform for building a form from a template.
Formstack for advanced analytics and regulated industries.
Typeform for conversational data collection.

Источник

Contents

1 How do I create a form letter in Word?
2 How do I do a mail merge from Excel to Word for letters?
3 How do I create a letter in Excel?
4 How do I create a form letter field?
5 How do you create a custom property in Word?
6 What is word custom properties?
7 Where is the File Properties tab in Word?
8 How do I get the ruler to show in word?
9 How do you display non printing characters in Word?
10 Where can I find the ruler in Microsoft Word 2010?
11 How do I show margins in Word 2010?
12 How do I align text to margins in Word?
13 How do you set margins in Word?
14 How do I set a picture as a margin in Word?
15 What is margin in typing?
16 How do I make 1 inch margins?
17 What is an example of a margin?
18 Is the space between the page margin and the text?
19 What is the space between margin and text called?
20 What is the normal margins for a Word document?
21 What is called the space left between the margin and the start of a paragraph?

How do I create a form letter in Word?

Procedure

Start by opening a Microsoft Word.
From the Tools menu select Mail Merge.
Click on the Create button listed under Main Document.
Select Form Letters from the drop down menu.
In the dialog box that appears select Active Window to start the form letter in the new document.

How do I do a mail merge from Excel to Word for letters?

On your Word document, highlight the field you want to populate with the data from Excel. On the Mailings tab, choose the ‘Insert Merge Field’ button, a list of the column headers on your saved excel document will drop down (i.e. Company Name, etc.). Choose the appropriate field you want to merge and choose Insert.

How do I create a letter in Excel?

How to Create a Letter in Microsoft Excel

Launch Excel.
Display the “Drawing” toolbar.
Click the “Text Box” button on the “Drawing” toolbar.
Click and hold down the left mouse button in the upper left area of the spreadsheet, around the cell A1 area.
Drag with the mouse down and to the right.
Type the letter inside this text box.

How do I create a form letter field?

To start adding fields to your form letter, click a spot in your document to indicate where you want the field to be placed and then click on Address Block. This will bring up the Insert Address Block dialog. This will bring up the Insert Greeting Line dialog.

How do you create a custom property in Word?

Click the File tab.
Click Info.
Click the View and edit database properties link at the top of the page.
Click the Custom tab. In the Name box, type a name for the custom property, or select a name from the list.
Click Add, and then click OK.
Click the File tab again to return to your workbook.

What is word custom properties?

Word also stores several additional advanced properties related to your documents. Custom properties can be created to store additional information about the document not available on the “Summary” tab of the “Advanced Properties” dialog box.

Where is the File Properties tab in Word?

Click the File tab; Click Info button at left bar; In the right section, you will a Properties button. Click the Properties button, and you will view the Show Document Panel and Advanced Properties items.

How do I get the ruler to show in word?

Show the ruler

Go to View and select Ruler.
To show the vertical ruler. Go to File > Options > Advanced. Select the Show vertical ruler in Print Layout view under Display.

How do you display non printing characters in Word?

To show non–printing characters in Word documents, click the “Home” tab in the Ribbon. Then click the “Show/Hide Non–Printing Characters” button within the “Paragraph” button group. To hide the display of the non–printing characters in your document, click the “Show/Hide Non–Printing Characters” button again.

Where can I find the ruler in Microsoft Word 2010?

Question: In Word 2010, how do I display the horizontal and vertical ruler? Answer: Select the View tab in the toolbar at the top of the screen. Then check the Ruler option in the Show group. Now the horizontal and vertical rulers should appear.

How do I show margins in Word 2010?

Step 1: Open Microsoft Word 2010. Step 2: Click the View tab at the top of the window. Step 3: Check the box to the left of Ruler in the Show section of the navigational ribbon at the top of the window. The ruler visibility setting should then remain the same once you close Microsoft Word.

How do I align text to margins in Word?

Adjust the text box margins

Click the outer edge of the text box to select it.
On the Shape Format tab, click Format Pane.
Click the Shape Options tab if it isn’t already selected.
Click the text box icon. , and then click Text Box.
You can adjust the left, right, top, and bottom margins.

How do you set margins in Word?

Select Layout > Margins. Select Custom Margins. In Margins, use the Up and Down arrows to enter the values you want.

Change default margins

Select Layout > Margins > Custom Margins.
Set your margins.
Select Set As Default.
Confirm your selection.

How do I set a picture as a margin in Word?

Photos in margins

Insert | Picture | From File.
Click on the picture to display the Picture toolbar.
Click on the Text Wrapping button (dog icon) and change the wrapping to. Square.
Drag the picture into the margin.
Repeat as needed.

What is margin in typing?

In typography, a margin is the area between the main content of a page and the page edges. The margin helps to define where a line of text begins and ends. When a page is justified the text is spread out to be flush with the left and right margins.

How do I make 1 inch margins?

What is an example of a margin?

An example: Assume you own $5,000 in stock and buy an additional $5,000 on margin, resulting in 50% margin equity ($10,000 in stock less $5,000 margin debt). If your stock falls to $6,000, your equity would drop to $1,000 ($6,000 in stock less $5,000 margin debt).

Is the space between the page margin and the text?

A paragraph indent is the space from the page margin to the text. You can change the left indent by selecting buttons on the Home tab, or you can set the indents directly on the ruler.

What is the space between margin and text called?

Ans- The distance between text boundaries and page margins is called indent.

What is the normal margins for a Word document?

Both the MLA and APA style guides require 1-inch margins on the top, bottom and both sides of the page. In most cases, when you open Microsoft Word, the margins will already be set to 1-inch.

What is called the space left between the margin and the start of a paragraph?

Answer: Indentation is the space left between the ‘margin’ and the ‘start of paragraph‘. Explanation: The term indentation or indent is used for describing the number of blank spaces or the distance utilized for separation of paragraph from the right or left margins.

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Writing a letter can be tedious. But what happens when we have to write hundreds of letters? No problem with Word if we write serial letters with the appropriate data set (addresses, names). Serial letters are texts that are automatically adapted at certain points. For example in the greeting formula or the address. In just a few minutes, thousands of standardised letters can be created that are individually adapted for the recipient. These include labels, letters, envelopes and e-mails. We explain how to do this step by step in this tutorial.

Preparation data set

To create a form letter, we need a data set or a list of recipients. In our example, we use an Excel table that contains several pieces of information. In each row there is a person and in each column there are details such as title, first name, last name, email, gender, address, etc. This file is saved locally on the hard disk. This file is saved locally on the hard disk. We access this file later, so we should remember the location.

What should be taken into account with the data set?

Values (percentages) should be correctly formatted and complete.
The column names determine the name of the fields in the mail merge in Word. If only the first name is to be mentioned in the letter, then the first and last names must be stored in separate columns.
Word will only consider the data in the first sheet of the table.
The Excel data for the mail merge is stored locally on your computer.

Start Mail Merge Wizard

We navigate to the Mailings tab in the Start Mail Merge section and click the Start Mail Merge button.

A menu opens from where we select the option “Mail merge wizard” (red arrow).

On the right-hand side, a bar of the mail merge assistant opens. Here we select the document type. In our example we select Letters. Then we click on continue (red arrow).

In the next step we select the option “Use current document” and click on continue.

Determine data source

In step three we select the data source by clicking on Browse (red arrow).

Word prompts us to open the appropriate data source. In our example, we select an Excel table on the hard disk and click on Open.

Word asks us which table we want to insert. We put a tick on “First data series contains column headings” (green arrow).

Word lists all persons (cases) for us, the column headings were taken over correctly. If we do not want to include all persons in the list of recipients, we can remove the ticks from the corresponding persons. When we are satisfied, we click on OK (red arrow).

In the Use existing list area, we see that our Excel file has been successfully implemented. Let’s go to the next step by clicking on Next.

Writing the form letter

Now we come to the actual letter or email. Here we have to keep in mind that there will be two elements in the text: rigid and flexible. Rigid elements do not change and are the same in every letter. Flexible elements are bracketed with the characters “” and adapt individually to the recipient. We start our letter with a greeting line, on whose field we click (red arrow).

Alternatively, we can insert the greeting line like this: Transmissions tab > Write and Insert Fields > Greeting Line.

The Insert Greeting Line dialogue box appears. Here we select individual elements of our greeting formula. We adjust the individual sentence components with the fields and click OK when we are satisfied with the greeting line.

In the text we now see the field “Salutation”. The two “” symbols show us that these are flexible elements (placeholders).

Insert mail merge field

In our example, we write masses of notices. To do this, we type in a test with the keyboard as usual and use formats such as boldface or different font sizes. Formats are no problem for the form letter. The red arrow points to a place that should get the new insertion field “EMail”.

We first click on the place where we want the button to appear. Then we navigate to the Transmissions tab in the “Write and insert fields” area and click on the “Insert mail merge field” button.

In the menu we select the appropriate field. Word suggests the insertion fields that we imported and initially saw as column headers in the Excel table. We click on EMail to insert this field.

We can see that we have successfully inserted the “EMail” field. On the right hand side, the flexible fields have been manually highlighted in yellow to show which elements will adapt individually.

Of course, you can also insert the other elements such as address, city, postcode for your letter. Just try it out.

The finished e-mail or letter looks like this to the recipient:

We look again at the mail merge wizard on the right and click Next. In the next step we are in the preview. Here we can check how the letter will fit by clicking on the >> button (green arrow). If we do not find any errors, we click Next again (red arrow).

We are in the step End mail merge and click on Print.

A dialogue box opens. Here we can select the data set again. A click on OK starts the printing.

Form emails

Mail merge works very similarly. To begin with, we select the option E-mail messages in the document type and run the mail merge wizard as described above.

In the last step, we do not print out the emails (which would be absurd), but adjust the fields accordingly. For example, we can determine the subject line for all recipients. With a click on OK, we send the emails out to hundreds of people.

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