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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