Holiday Cards: Creating Envelopes

If you are self-addressing your holiday card envelopes, you can perform a mail merge to print directly on your envelopes.

In Microsoft Word, open a New Blank Document.

  • File > New Blank Document (⌘ N)

Ensure that you are viewing your document in Print Layout.

  • View > Print Layout

print-layout

On the Tools menu, select Mail Merge Manager.

  • Tools > Mail Merge Manager

mail-merge-manager

Within the Mail Merge Manager pop-up menu, select your Document Type.

  • Mail Merge Manager > Select Document Type > Create New > Envelopes

select-document-type

Within the Envelope pop-up menu, in the Return address box, enter your return address information.

return-address

  • You can edit the font (including style, size, color, and effects) by selecting Font.

font

  • If you are unable to type inside the Return address box, clear the Use my address check box, and try again.

use-my-address

  • At this point, do not type anything (including spaces) in the Delivery address box.

Within the Envelope pop-up menu, under Printing Options, select the correct print settings for your envelopes; choose OK when finished.

On the Tools menu, select Mail Merge Manager.

mail-merge-manager

Within the Mail Merge Manager pop-up menu, select your Recipients List.

  • Mail Merge Manager > Select Recipients List > Get List > Open Data Source > Choose a File > Open
    • The Excel file you created utilizing my template will serve as your data source.

get-list

  • Because the Excel workbook contains five worksheets, you will need to select the correct worksheet, the Recipient List, to serve as your data source.
    • Open Document in Workbook: Recipient List > Cell Range: Entire Worksheet

open-workbook

Within the Mail Merge Manager pop-up menu, insert Placeholders into the document.

  • Mail Merge Manager > Insert Placeholders > Drag placeholders into document (repeat for each field that you want to appear on your envelopes) > Edit the envelope’s address box to reflect your preferred formatting, or to add spaces, commas, etc. where you want them
    • Example:

<<Recipients>>

<<Street_Address>>

<<Secondary_Unit_Designators>>

<<City>>, <<State>> <<Zip_Code>>

Placeholders.png

If you prefer to sort the print order of your envelopes, select Filter Recipients.

  • Mail Merge Manager > 4. Filter Recipients > Options > Query Options: Filter Records (and/or Sort Records) > OK
    • I prefer to sort my records first by Recipients (ascending), then by State (ascending), then by City (ascending), for easier post office drop off.

query-options

Preview your results, to ensure your envelopes appear how you have intended.

  • Mail Merge Manager > 5. Preview Results > View Merged Data (<<ABC>> icon)

preview-results

To finish your envelopes, select to either print your envelopes immediately, or create a document that contains your merged envelopes (allowing you to save).

  • Mail Merge Manager > 6. Complete Merge > Merge to Printer (printer icon)

merge-to-printer

Or,

  • Mail Merge Manager > 6. Complete Merge > Merge to New Document (paper icon)

merge-to-new-document

 

To create mailing labels, visit my Holiday Cards: Creating Mailing Labels post.

Happy Holidays, Collocaters!

2 thoughts on “Holiday Cards: Creating Envelopes

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