We can “step” through the list of entries from the Excel table, swapping field data in the Word document to see a rendition of each iteration of the results. ![]() We will repeat this process for the remaining fields we wish to be dynamic. We now see a dynamic placeholder that will connect this part of the Word document to the single column in the Excel table. For this instance, we will select the field entry for “ Invoice Number”. This displays a list of all the column headings from the Excel table. This provides a pointer to the column in the table that holds the information currently being represented in the Word document.Įrase the current static version of the data, then click Mailings (tab) -> Write & Insert Fields (group) -> Insert Merge Field. Next, we will select an element of the Word document that is currently static and replace it with a field from the Excel table. Once we have selected the table of data, many of the options in the “ Write & Insert Fields” button group have become available for use. ![]() Inserting Excel Fields into the Word Document Once you have clicked OK, you can begin setting up the links between the Word document and the Excel table of data. The alternative will be to work with generically named field names that are difficult to understand. It is highly recommended that if you do not have an existing column header in the data, take a moment to create one. If you have a column header in the table, those heading labels will appear as field name selections in an upcoming step.
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