To delete an inserted field, disable the Preview results mode, select the field with the mouse and press the Delete key on the keyboard.Use the arrow buttons to preview the versions of the merged document for each record. Turn on the Preview results switcher on the right sidebar to view the text with the merge fields replaced with actual values from the data source.Turn on the Highlight merge fields switcher on the right sidebar to make the inserted fields more noticeable in the text.All the required fields can be added anywhere. The available fields correspond to the data in the first cell of each column of the selected data source. Place the mouse cursor where the merge field should be inserted, click the Insert Merge Field button on the right sidebar and select the necessary field from the list.Insert merge fields and check the results.To discard the changes, click the Close button. After all the necessary changes are made, click the Save & Exit button.Note: to learn more on how to use the Find and Replace tool, please refer to the Search and Replace Functions section of the Spreadsheet Editor help. to search for a certain value and replace it with another one, if necessary It must contain the main text which will be the same for each version of the merged document. Open an existing text document or create a new one. If you are goung to send results by email, the spreadsheet must also include a column with the recipients' email addresses.
During the merge process, a copy of the main document will be created for each record and each merge field inserted into the main text will be replaced with an actual value from the corresponding column. a set of values that belongs to a certain recipient). Each row in the spreadsheet should correspond to a separate record (i.e. Each column should contain a set of actual values for a variable. variables that you can insert into the text). The spreadsheet should have a header row with the column titles, as values in the first cell of each column will designate merge fields (i.e.Open an existing spreadsheet or create a new one and make sure that it meets the following requirements. A data source used for the mail merge must be an.Prepare a data source and load it to the main document.
It can be useful if you need to create a lot of personalized letters and send them to recipients. The Mail Merge feature is used to create a set of documents combining a common content which is taken from a text document and some individual components (variables, such as names, greetings etc.) taken from a spreadsheet (for example, a customer list).
Note: this option is available in the online version only.
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