To create a Mail Merge for homeowner mailing labels in Microsoft Word:
Note: Homeowner mailing labels have a limit of approximately 40 characters.
- Navigate to Homeowner > Homeowner List.
- Use the column settings to display the available columns that you would like. For Mailing Labels, we recommend the following columns:
- Homeowner
- Mailing Address
- Mailing City, State, Zip
- Search or filter for the owners that you want.
- Click Export to Excel and save the file to your computer.
- Open Microsoft Word, create a new document, and then click Mailings in the main menu.
- Click Start New Mail Merge, and then select Labels.
The Label Options screen opens. - Select the Information for the manufacturer of your label paper and click OK.
- In the Mailings menu, click Select Recipients, and then select Use an Existing List.
- Navigate to and select your exported Excel file, and then click Open.
Note: If Excel needs to convert the file, allow it. - Select the sheet that contains the data (if you did not modify the Vantaca export, select Sheet 1).
- In the Mailings menu in Microsoft Word, click Insert Merge Field to set up your first label.
- Click Update Labels to copy the merge field to all labels.
- Use the Preview Results field to check the setup of the labels and make corrections as necessary.
- Click Finish and Merge and select Edit Individual Documents.
This creates a new document of labels so that you can review and print them.
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