Wiki source code of Mail Merge
Last modified by Andrea L on 2024/01/31 21:26
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2.1 | 1 | ====== **To start the mail merge process, you'll need to obtain the List of Recipient information.** ====== |
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2.1 | 3 | * ((( |
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3.1 | 4 | ((( |
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2.1 | 5 | ====== Start by going to the **History** or using the existing forms in your payroll software. ====== |
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6.1 | 9 | ====== 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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2.1 | 10 | ))) |
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3.1 | 11 | ))) |
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7.2 | 13 | [[image:1706736407776-639.png]] |
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7.1 | 16 | * 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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5.1 | 18 | [[image:Save_List.jpg||alt="Save List.jpg" height="481" width="637"]] |
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1.1 | 21 | **The following links will provide further information on how to complete a mail merge.** |
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23 | Google Workspace | ||
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2.1 | 25 | * [[https:~~/~~/developers.google.com/workspace/solutions/mail-merge>>url:https://developers.google.com/workspace/solutions/mail-merge]] |
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27 | Office 365 | ||
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2.1 | 29 | * ((( |
30 | [[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]] | ||
31 | ))) | ||
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33 | [[https:~~/~~/www.howto-outlook.com/howto/mailmerge.htm>>url:https://www.howto-outlook.com/howto/mailmerge.htm]] | ||
34 | ))) | ||
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36 | [[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]] | ||
37 | ))) | ||
38 | * ((( | ||
39 | [[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]] | ||
40 | ))) | ||
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42 | [[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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4.1 | 43 | |
44 | ---- | ||
45 | |||
46 | == Related Pages: == | ||
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49 | === [[Less Secure Apps in Gmail and Yahoo>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .Less Secure Apps in Gmail and Yahoo.WebHome]] === | ||
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6.1 | 51 | ====== Learn about granting access within Gmail and Yahoo to send emails. ====== |
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54 | === [[eW-2/e1095/e1099 Process>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Process.WebHome]] === | ||
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6.1 | 56 | ====== Learn more about eW-2's, e1095's, and e1099's. ====== |
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59 | === [[eW-2/e1095/e1099 Password Lookup>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Password Lookup.WebHome]] === | ||
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6.1 | 61 | ====== Learn how to recover eW-2/e1095/e1099 passwords. ====== |
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64 | === [[eW-2/e1095/e1099 Consent Form>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Consent Form.WebHome]] === | ||
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6.1 | 66 | ====== Read more about the eW-2/e1095/e1099 Consent Form. ====== |
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69 | === [[eW-2/e1095/e1099 Troubleshooting>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Troubleshooting.WebHome]] === | ||
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6.1 | 71 | ====== Learn more about troubleshooting the eW-2's, e1095's, and e1099's process. ====== |
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2.1 | 72 | ))) |