A mail merge is used to pull data from a spreadsheet into a document, such as mailing labels, form letters, permission slips, or any template document that needs a unique piece of information on each one.
I used a Google Script called "autoCrat". Here is more information about the script.
How it works:
- Create a Google Spreadsheet with a column heading for each piece of information needed for the letter or other document.
- Create a Google Document and use anchors wherever external information will be pulled from a spreadsheet.
- Example: Dear <<firstname>> <<lastname>>
- Note that anything contained in the <<>> tells the doc to go find information somewhere else and...
- Text within the <<>> must exactly match the column heading in the spreadsheet.
- In the spreadsheet, click Tools-->Script Gallery and search for autoCrat. Click the Install button. Now you will see an additional option added to your Spreadsheet
- Click the autoCrat pull-down menu and select Run Initial Configuration.
- Follow prompts that walk through the script setup or use THIS step-by-step document as a guide.
This is very slick! Give it a try or contact me if you want me to walk you through it.
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