Wiki source code of Mail Merge

Version 2.1 by christie w on 2023/03/02 15:41
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1 ====== **To start the mail merge process, you'll need to obtain the List of Recipient information.** ======
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8 ====== Start by going to the **History** or using the existing forms in your payroll software. ======
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21 ====== Once the** History** is open, select the **Record copy of the W-2/1099/1095 Filing**. Select the report, and then click **Edit**. This screen is called the **Dashboard**. Here, select the radio button beside **Password Lookup** and click **Next**. ======
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26 [[image:https://www.aatrix.com/files/5216/3821/0843/Mail_Merge_Save_List.jpg||alt="Mail Merge Save List.jpg" height="580" width="611"]]
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32 ====== The next screen will have the option to **Save List**. This will create a CSV file that contains all recipients' information for a mail merge. ======
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37 [[image:https://www.aatrix.com/files/1016/3821/1228/Save_List.jpg||alt="Save List.jpg" height="481" width="637"]]
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40 **The following links will provide further information on how to complete a mail merge.**
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42 Google Workspace
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44 * [[https:~~/~~/developers.google.com/workspace/solutions/mail-merge>>url:https://developers.google.com/workspace/solutions/mail-merge]]
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46 Office 365
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49 [[https:~~/~~/support.microsoft.com/en-us/office/video-mail-merge-507b5468-f771-485d-9ef0-27857168a266>>url:https://support.microsoft.com/en-us/office/video-mail-merge-507b5468-f771-485d-9ef0-27857168a266]]
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52 [[https:~~/~~/www.howto-outlook.com/howto/mailmerge.htm>>url:https://www.howto-outlook.com/howto/mailmerge.htm]]
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55 [[https:~~/~~/support.microsoft.com/en-us/office/prepare-your-excel-data-source-for-a-word-mail-merge-2d802b6b-a3a3-43e5-bb76-2cac7c68673e>>url:https://support.microsoft.com/en-us/office/prepare-your-excel-data-source-for-a-word-mail-merge-2d802b6b-a3a3-43e5-bb76-2cac7c68673e]]
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58 [[https:~~/~~/support.microsoft.com/en-us/office/use-mail-merge-to-send-bulk-email-messages-0f123521-20ce-4aa8-8b62-ac211dedefa4>>url:https://support.microsoft.com/en-us/office/use-mail-merge-to-send-bulk-email-messages-0f123521-20ce-4aa8-8b62-ac211dedefa4]]
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61 [[https:~~/~~/support.microsoft.com/en-us/office/set-up-a-new-mail-merge-list-with-word-1a752328-b1b5-4865-96a2-e0acd561fe6f>>url:https://support.microsoft.com/en-us/office/set-up-a-new-mail-merge-list-with-word-1a752328-b1b5-4865-96a2-e0acd561fe6f]]
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