If a recipient doesn’t have address information that would ordinarily populate the Address 2 field, the spacing will adjust automatically within the document intended for them. NOTE: It’s important to remember that if you’re adding an address block you should always add all three lines of the address. Proceed to add all the Mail Merge Fields that you need in your template. You’ll then see the example below in your Word document, indicating the Mail Merge Field for Name (indicated as a merge field by the chevrons around it) is now in your document, along with the date we inserted previously:
Click OK and the dialog box will disappear. In this example, we are using “Name” as our Merge Field, as we're using this as the first line above an Address block for the template. You'll want to leave this here, click within the Field name text box and type in a space followed by the Merge Field name you want to use (pick from the list of acceptable Field names on Redtail’s Mail Merge Fields document). Instructions for completing it are below the dialog:Ĭategories: Choose “Mail Merge” from the available options.įield Names: Choose “MergeField” from the choices available.įield codes: In the Field name text box, you'll see "MERGEFIELD" already populated. Then, select Field under your Insert menu. This will bring up the dialog below. If you’re ready to begin adding Mail Merge Fields to your template, click in your template where you would like to insert the field. Adding Mail Merge Fields to your Template That way, whenever you use this document template in a mail merge, whichever format you chose for date and time will be current.
#Merge to email word for mac update
You will then see the dialog box below with many available Date and Time formats from which to choose:Īlso, if this is a document you plan to use on multiple occasions, make sure that you check off the Update automatically box before you click OK. Within Word for Mac, select Date and Time under the Insert menu.
#Merge to email word for mac for mac
If you want to include the date and/or time, be aware that Redtail has no mail merge field for this because Word for Mac has this function built in as an Insert.
Open up Word for Mac and pull up a blank document. Before you begin preparing templates for use with Redtail, it’s a good idea that you become familiar with what fields Redtail supports as available for Mail Merge documents. The procedure for building mail merge templates is just slightly different when building your template using Word for Mac.
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