Which headers you include depends on which information you plan to use in the mailing labels. Place those headers in the first row of each column. The labels template is now available for mail merges.The first thing you need to do is create a column header respective to the data that goes in each column. If necessary, use the Page Setup button to reset the margins of the Merge Template to match those of the Microsoft Word document.Ĭlick Save and then Close. Return to Morningstar Office and delete all content in the existing template.Ĭlick CTRL+V to copy the labels from the MS Word template into this Merge Template. Upon completion, click CTRL+A to select all MS Word content, and then click CTRL+C to copy all selected content. Note: To save time paste variables in each cell of the first page, and copy and paste the entire page. Continue to copy on multiple pages until you have entered enough cells to create labels for your entire mail merge. Note: Variables are encapsulated with double arrowheads >.Ĭopy and paste the address Variables into the MS Word labels template. Leave the template open and return to MS Word. Select the variables from the template that you would like to include in your address labels. Open Morningstar Office and navigate to the Client Management tab and then the Mail Merges page.įrom the toolbar menu above the grid, select New, Document Template.Įnter the Merge Template Name and Merge Template Description. Select the Label product (Example: Avery 5162).Ĭreate a new document that displays the labels template. Note: Follow the Mail Merge Wizard that appears on the right side of the document to select Labels. Go to the Tools menu and select Letters and Mailings, Mail Merge. Go to the Mail Merge tab and select Labels. Open Microsoft Word, and based on your version, locate the Mail Merge feature.
Creating a Mail Merge Template for Labels
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