Microsoft Office has many capabilities that aren’t fully utilized by the majority of their users. Mail merges in Word used to be a time consuming, frustrating process. With each new edition of Word, Microsoft has refined the process to make it a lot more user-friendly. Take the following steps to create a professional looking envelope for your business that easily adds a list of contacts from a CSV file, Outlook, and more.
Begin with a New document.
Blank Page
Access the Layout menu.
Layout
Click on ‘Size’ to change the size of the page to the proper envelope size. (If you’re unsure about the size of your envelopes, it’s usually located on the box) #10 is the traditional ‘letter’ envelope.
Envelope 10
You’ll see that the document layout has changed to the appropriate size.
Envelope 10 Resize
Next, you’ll navigate to the ‘Insert’ tab and select ‘Text Box’.
Insert Tex Box
Use the ‘Simple Text Box’ option. This will be used for the return address.
Insert Tex Box2
Once you have your address updated, you’ll want to drag the text to the desired location.
Drag to Position
If you are happy with the location of your address, you’ll want to remove the black border around the text box. To do this, right click on the box and select ‘Format Shape’. Switch the radial button from ‘Solid Line’ to ‘No Line’.
Remove Border
Using Font options, you’ll want to style and brand your return address. You may even want to include your logo.
BrandingAddress
Now, it’s time to start the Mail Merge. You’ll begin by adding another ‘Text Box’, remove the standing text and leave the cursor in the box.
Mail Merge 5
Access ‘Select Recipients’ to identify the source of the contacts. In this case, we’re using a file that already exists. (Note: This should be a CSV file.)
Mail Merge 1
Next select ‘Address Box’. This will appear in the text box you created earlier.
Mail Merge 6
Follow the prompts to assist with formatting the address properly.
Mail Merge 4
Use ‘Preview Results’ to make sure the addresses display properly, are easy to read and fit on the envelope. Depending on how many recipients, you’ll want to scroll through and make sure the formatting is the same throughout.
Mail Merge 7
That’s it! Now you’ve got the letters ready to go, you can either save them or send them to print.
Mail Merge 8
Did you find this Microsoft Word walkthrough helpful? We hope so! If you are interested in learning more about implementing Microsoft Office 365 for your business, reach out to us anytime. Check back every week to find new technology tips and tricks!
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