Objective:
- Adding an address to an adhesive decal
- Creating Mailing Labels
Environment:
- Clio Manage
- Microsoft Excel
- Microsoft Word
Additional Information:
More information from Microsoft about how to use Mail Merges in Word can be found here.
Merge Fields are named based on the first row of the recipients spreadsheet.
Procedure:
Export the desired data from Clio and remove any unneeded columns
- Export your data (see here).
- Open the exported CSV in Excel
- Delete any unneeded Columns
- Save the spreadsheet as a .xls or .xlsx file
Start the Mail Merge
- In Word click on the Mailings tab
- Click Start Mail Merge
- Select Labels
- Select the desired Label template
- Click OK
- Click Select Recipients
- Select Use an Existing List
- Find the .xlsx file from the previous section
- Click Open
- Click Yes
- Click OK
Insert Merge Fields
For each required Merge Field:
- Click Insert Merge Field
- Find the field in the dropdown and click it
- Format the Merge Field tags how you'd like the merged data to appear
Preview and finish the Mail Merge
- Click Preview Results
- Use the left and right arrows to view additional results
- Once satisfied, click Finish and Merge
- Click Print Documents and complete printing instructions