If you get a warning, then select "allow" or "yes" to continue.ģ) Then in Outlook, go back to Programmatic Access as described above, and you should see your antivirus status updated to " V alid" (assuming you have an up-to-date antivirus program on your computer).Ĥ) Exit Outlook.
Excel spreadsheets and Outlook contact lists are the most common data sources, but if you don't yet have a data source, you can type it up in Word, as part of the mail merge process. Icon is on your disk (typically it sits in the "Program Files (x86)/Microsoft Office" folder), and then right-click this icon and select " Run as administrator" from the pop-up-menu. Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information. If you need to sort or filter your mailing list, see Mail merge: Edit recipients. See Data sources you can use for a mail merge. If it is " Invalid" then close Outlook, navigate to where its "OUTLOOK" program Your mailing list is a data source that contains the information that Word uses to customize your letter. At the bottom of this dialog, note what your " Antivirus status" is. Outlook, for some reason, was not (yet) recognizing my anti-virus program as valid.ġ) Open Outlook 2010, go to " File/Options/Trust Center" menu item, and then click on the " Trust Center Settings" button at the right side of the dialog box.Ģ) From there, select the " Programmatic Access" menu item. It turned out the warnings were not caused by that utility itself. 3) Cohabiting couples (Mr J Doe and Miss W S Smith) - ie, deal with one or two initials and different surnames. First names and initials may not be known. These warnings started popping up on my system after installing a utility which synchronizes my Outlook Contacts with Google Contacts.Įliminate the warnings from Outlook, while keeping it protected from malware. I am simply trying to set up a data document I can use for a mail merge which will deal with: 1) Individuals (eg, John Doe) 2) Husband and Wife (Mr and Mrs Smith). By setting the connection between your Excel sheet and the Word document you ensure that your mail merge data source will be automatically updated each time you make changes to the Excel file that contains the recipient details. If you don’t have an existing list of data, you could at this point select ‘type new list’ to set up a new. We are going to choose ‘select recipients’ and then ‘use existing list’. This is your address data and associated information. Then, select the target sheet and click OK. Select ‘start mail merge’ and then ‘letters’. Under the first section that says Select document type, choose Letters. A new pane will appear on the right-hand side of your screen. Never warn me about suspicious activity (not recommended) This is the least secure setting.įor mails limitation, please verify with your ISP or mail admin first if there are any restrictions in how many emails you may send within an hour or in total on a day. Browse for your Excel file and click Open. While your letter is still open in Word, click the Mailings tab at the top, select the Start Mail Merge option, and choose Step-by-Step Mail Merge Wizard.Always warn me about suspicious activity This is the most secure setting and you will always be prompted to make a trust decision when a program attempts to access Outlook.
Suspicious activity refers to an untrusted program attempting to access Outlook. This is the default setting in Office Outlook 2007.
Microsoft word set up for mail merge software#
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