Wiki source code of Mail Merge

Last modified by Andrea L on 2024/01/31 21:26
Show last authors
1 ====== **To start the mail merge process, you'll need to obtain the List of Recipient information.** ======
2
3 * (((
4 (((
5 ====== Start by going to the **History** or using the existing forms in your payroll software. ======
6 )))
7
8 * (((
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**. ======
10 )))
11 )))
12
13 [[image:1706736407776-639.png]]
14
15
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.
17
18 [[image:Save_List.jpg||alt="Save List.jpg" height="481" width="637"]]
19
20
21 **The following links will provide further information on how to complete a mail merge.**
22
23 Google Workspace
24
25 * [[https:~~/~~/developers.google.com/workspace/solutions/mail-merge>>url:https://developers.google.com/workspace/solutions/mail-merge]]
26
27 Office 365
28
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 )))
32 * (((
33 [[https:~~/~~/www.howto-outlook.com/howto/mailmerge.htm>>url:https://www.howto-outlook.com/howto/mailmerge.htm]]
34 )))
35 * (((
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 )))
41 * (((
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]]
43
44 ----
45
46 == Related Pages: ==
47
48
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]] ===
50
51 ====== Learn about granting access within Gmail and Yahoo to send emails. ======
52
53
54 === [[eW-2/e1095/e1099 Process>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Process.WebHome]] ===
55
56 ====== Learn more about eW-2's, e1095's, and e1099's. ======
57
58
59 === [[eW-2/e1095/e1099 Password Lookup>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Password Lookup.WebHome]] ===
60
61 ====== Learn how to recover eW-2/e1095/e1099 passwords. ======
62
63
64 === [[eW-2/e1095/e1099 Consent Form>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Consent Form.WebHome]] ===
65
66 ====== Read more about the eW-2/e1095/e1099 Consent Form. ======
67
68
69 === [[eW-2/e1095/e1099 Troubleshooting>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Troubleshooting.WebHome]] ===
70
71 ====== Learn more about troubleshooting the eW-2's, e1095's, and e1099's process. ======
72 )))