In repeated articles, we have commented on the various functions and tools that Microsoft Office applications have. And surely many times you have asked yourself what it is for and used the mail merge option.
For this reason we bring you the tutorial, How to Make Mail Merge Cards, Envelopes, and Certificates in Microsoft Publisher.
With this function of Microsoft Publisher, you can make all kinds of cards, envelopes, certificates, diplomas, certificates, etc. through the use of templates. And although it may seem a bit difficult, we anticipate that it is not like that and you will use this option very frequently. And then we will show you the steps you must take to do it.
How to Make Mail Merge Cards, Envelopes, and Certificates in Microsoft Publisher
Publisher and Word have a certain similarity when it comes to using their different functions. You could see this in the tutorial how to make or create a triptych in Word step by step. And using the mail merge function can be applied in both applications and we will show you how.
What makes this mail merge function really useful is that we can export data found in another file and add them to our post. It is for this reason that it is widely used to create cards, envelopes and certificates. Since we can insert the information of each element in another file on our PC.
The different tools of this function, we will find it in the Correspondence tab that is located in the main menu. If you have already done this type of work in Word, then you will have no problem using it. Since the use of the tools are very similar.
It is important that you know that you must have two special files so that you can do the combination. The first of them is the main document that will be created in Publisher and it will contain all those elements that will be repeated in the publication sheets. These elements will be borders, images, texts, etc.
And the second file that we are going to have is the one where we have the variable data and in this way when using the correspondence merge function. We are going to obtain a third file where the combined elements of the first and second files will be. The file that contains the variable data, we can create it in Word or in Excel, through the use of tables.
Suppose we have made our table with the following data, a column with the Name, a column with the Surname and a column with the completed grade. This table represents the students who have completed their studies this year and want to make a certificate showing the grade they have passed.
Once this information is listed, we must close the file, if not, the combination will not be carried out. If we wish we can use a default template of our preference or we can create or download it. This certificate contains all the fixed data and it will be necessary to add the variable data, such as the name, the surname and the degree completed.
Using the mail merge feature in Publisher
Now to make the combination, we must go to the tab correspondenceIf we wish, we can use the wizard, but we will use another option. This will be Select recipient and then we clip on the option Use an existing list. Now we select the file that contains the data that we will use in our certificate.
A window will appear and in it we can filter, those elements that we will use after we have made this selection, we click on accept. Now we are going to add each of the variable elements to the certificate. To do this, we do not go to the main menu and select Insert merge field and choose the field I named.
A text box with a name will appear, next to it we place a comma then we go to insert combination field and select surname.
Now we select these two fields and we format it, that is, font, orientation, style, size, etc. and you carry out the same procedure with the other fields and thus with the other certificates.
In this way you have learned, How to Make Mail Merge Cards, Envelopes, and Certificates at Microsoft