Tip: To switch between showing and hiding field codes, press ALT+F9. You also can search for the field name in Word Help.
For details about how to set up any field, in the dialog box for the chosen Rule, choose the ? icon. You can't access rules until you've started the mail merge process. On the Mailings tab, in the Write & Insert Fields group, choose Rules. You can add rules while you're setting up the mail merge. With rules, you can bypass the need to generate multiple documents and set up content that can be changed quickly. Use rulesĪdding rules to a mail merge document gives you the opportunity to make the workflow process more efficient and to introduce flexibility. In such a situation, you can use Rules in the Write & Insert Fields group to cover a variety of conditions.
You created the letter using the Start Mail Merge option on the Mailings tab in Word, but after reviewing the document, you discover that not only is there repetitive content, but also realize some content needs to change based on the location of the event. When you're creating a letter or an email to all your customers and you want the letter to say different things depending on the different values in certain fields of your data source-you can set up a rule.įor example, that you've created a letter about an upcoming event to be held in three different geographical locations around the world.
Learn about mail merge rules and explore how each rule might be used by your organization.
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