Apr 15, 2020 The Mail application that ships with macOS and OS X is solid, feature-rich and spam-eliminating software that is also an easy-to-use email client. Optimized to work on the Mac, the Mail app is trouble free and full featured. It can handle all your email accounts in one place. The Mail Merge Toolkit dialogue looks very similar to the standard Microsoft Office box 'Merge to Electronic Mail'. In that box, like in the standard one, you can choose the data field containing recipient addresses, set message subject (btw, in Mail Merge Toolkit you can use automatic data field insertion like in a document text), set the format, and choose files to be attached to each. Merge Excel, CSV, or Text Files in Seconds Easy-to-use desktop software that will merge your files. Bulk File Merger is a desktop program that will quickly merge multiple files on your Mac or Windows in literally seconds. The software allows you to merge high volumes of files of any size — right on your desktop. Top Benefits of Bulk File Merger. For more info, see Prepare your data source in Excel for a mail merge in Word for Mac. Outlook Contact List contains data in a format that can be read by Word. See Use Outlook contacts as a data source for a mail merge. Word data file is a data source you can create on the fly, within Word. For more info, see Set up a mail merge list with Word.
You can use an Excel workbook as your Word 2011 mail merge data source in Office 2011 for Mac. Get ready by preparing an Excel workbook with a data range or table that’s set up as a mailing list and a new, blank document in Word.
To make labels from Excel or another database, take the following steps:
In the Mail Merge Manager, click Select Document Type and then choose Create New→Labels.
From the Label Products pop-up menu, choose the product.
From the Product Number list, select the correct number for your labels.
Click OK to close the Label Options dialog.
A table appears. Don’t make any adjustments to the table or click in the table. The insertion cursor should be blinking in the upper-leftmost cell, which will be the only empty cell in the table. You may have to drag the bottom scroll bar to see the blinking cursor. Section 1 of Mail Merge Manager now displays the name of the Main Document and which type of merge you’re performing.
In the Mail Merge Manager, click Select Recipients List and then choose Get List→Open Data Source.
Navigate to the Excel (.xlsx) workbook you’re using as the data source and click Open.
Select the worksheet or range that has the names and addresses for the data source, and then click OK.
Your Word mail merge document is now linked to the worksheet or data range data source in the Excel workbook. The Edit Labels dialog appears.
In the Mail Merge Manager, click Edit Labels.
When the Edit Labels dialog opens, you see an empty Sample Label with a blinking insertion cursor.
Click the Insert Merge Field pop-up menu and choose the field that will be on the left of the top row of the label.
To add more lines to your label, press Return or Enter and then select another field from the Insert Merge Field pop-up menu.
Do not click the Insert Postal Bar Code button. The U.S. Post Office changed how it generates postal bar codes, and Word doesn’t conform to the new specification.
Click OK to close the Edit Labels dialog.
You return to your Word document, and your table grid is now filled with a whole bunch of field names in chevrons. Step 3 of Mail Merge Manager opens, but don’t use anything from Mail Merge Manager Step 3 because the Edit Labels dialog takes care of inserting placeholders when making mail merge labels. Step 2 of Mail Merge Manager now shows the filename of the data source document.
(Optional) In the Mail Merge Manager, click Filter Recipients.
Filter data and order records.
In the Mail Merge Manager, click Preview Results.
In the Mail Merge Manager, click Complete Merge.
You’re done!
Feb 21,2020 • Filed to: PDF Tips
Do you know what is Mail Merge? It is a technical term which describes the production of huge number of documents from single template form and from the structured data source as well. Mail merge for creating bills, mailing lables, and even for pre-addressed envelopes as well. You can even create personalized letters from the database that is available comprising of names and many other fields. To make the mail merging easy and accessible, we are introducing an all new professional tool and that tool is PDFelement Pro. This tool will help you a lot with Mail Merge Excel Data to PDF.
Part 1. Top 5 Common Issues on Mail Merge PDF
Troubleshooting on PDF Mail Merge:
1. One of the major drawbacks of using mail merge is your document easily prone to errors. The newer to the mail merge, will be having higher chances of errors.
So avoid the chances of errors its very much important tom proof read your documents carefully.
2. Fields with the similar name always to errors which can't be easily identified.
It's better to reevaluate the name that you are giving to the fields in order to avoid errors.
3. Issue in overlooking for the relevant information in the document.
Pay more attention to the particular fields wherein you have inserted number of fields in series.
4. Issue with text applied to the mail merge fields.
Even the most experienced user can commit errors in text formatting. It's quite easy to fix those problems. With well proof reading the document you can go through other errors as well.
5. Issue with identifying the proper spaces and punctuation in the document.
By using mail merge files it's quite difficult to find the spaces and the punctuation that you have entered. Sometimes there may be chances of omitting double punctuation and spaces. So its best advised to carefully proof read the document thoroughly to overcome the above issue.
Part 2. How to Mail Merge Excel Data to PDF
PDFelement Pro - The Best Way to Merge PDF
One of the Mail Merge step is to create a fillable PDF with the help of PDFelement Pro . It is a reliable and professional PDF creator. Not only it can create PDF files from various formats, but also allows you to edit PDF text, image, watermark and links. Below are the steps about how to mail merge pdf.
Step 1. Build a fillable PDF form
First step to merge PDF is to create fillable PDF with the help of this tool. Click on 'Form' button after opening one file, you can build a fillable PDF form with various tools, such as add text field, check box, radio button and more. Besides, this software also provides you with many form templates, so you can choose the one you like and build the PDF form with just a few clicks.
Step 2. Create an Excel spreadsheet with ready data
In most of the cases you might already have the data in excel from. If you are not having any such data in excel, create an Excel spreadsheet and make sure the first row comes with the name of the fields in the fillable PDF form. Then field the other rows. Now it's completely ready for mail merge PDF.
Step 3. Fill PDF form with the data
With provided PDF form and the excel sheet that we had created in previous steps. Now let's start filling PDF form with the data available from the excel sheet and create a new PDF document by making use of PDF form creator. If necessary, you can edit or annotate your PDF before PDF to image conversion. To edit the texts and images, you can click the 'Text' button at the left toolbar and then make changes on your document. To edit pages like rotation, split, replace and more, you can click the 'Pages' menu.
Step 4. Mail merge to PDF
Excel Mail Merge Format
Now specify a name to the output file and choose a destination to save it. Then start to mail merge to PDF.