Labels with Synergy and Mail Merge
Labels with Synergy and Mail Merge Microsoft Office 2010
1. Go to the Class List found under: Click Tree>Synergy SIS> Schedule> Reports> List
2. Then choose Teacher or type in Section ID of class you would like.
3. Click on the Sort/Output tab and then select Excel from the file type dropdown.
4. A screen should pop up and ask if you would like to open it. Make sure it opens with Microsoft Excel. Click OK. If this box doesn’t pop up then it went to your download folder. Notice that the file name is very long numbers and letters. Find it and open it.
5. When the excel document opens go to file save as. From the drop down next to “Save as type” go all the way up to the top and select Excel Workbook. Make sure to name it and put it somewhere you can find it. Now you can exit your excel spreadsheet.
6. Now go to Microsoft Word and start a new document. Then click on the “Mailings” tab then click on “Start Mail Merge” and select “Labels” from the drop down list.
7. A box will pop up with “Label Options.” First click on the tray you will use when printing labels.
8. Then click on the drop down next to “Label vendors.” Here you can pick the brand of label you have, but for most of the time you can pick “Avery” and “5160 Easy Peel Address Labels” then click OK.
9. Now click on “Select Recipients” and pick “Use Existing List from the drop down.
10. A box pops up titled “Select Data Source.” You navigate to where you saved the Excel document from Synergy and click Open.
11. A new box pops up titled “Select Table” just click OK.
12. Click on “Insert Merge Field” and select the items you would like on the labels. The first one on the top left is the one you change. All the other labels will follow that top left one and you don’t need to do anything with the rest. You can also add returns or change the font at this point.
13. Click on Update Labels once you are happy with how that top left one looks.
14. Now you can go to “Finish & Merge” and choose print documents from the dropdown. Eventhough you don’t see the student’s names and such it will print them. If you want you may select “Edit Individual Documents” to see how it really will look. **Note: you can save the document that looks like the one below as a sort of template if you do labels with the same fields for different classes or more than once. Then all you would do when you open it is click on “Select Recipients” and select “Use Existing List” then select a new document and click “Finish & Merge” and “Print Documents” again.
1. Go to the Class List found under: Click Tree>Synergy SIS> Schedule> Reports> List
2. Then choose Teacher or type in Section ID of class you would like.
3. Click on the Sort/Output tab and then select Excel from the file type dropdown.
4. A screen should pop up and ask if you would like to open it. Make sure it opens with Microsoft Excel. Click OK. If this box doesn’t pop up then it went to your download folder. Notice that the file name is very long numbers and letters. Find it and open it.
5. When the excel document opens go to file save as. From the drop down next to “Save as type” go all the way up to the top and select Excel Workbook. Make sure to name it and put it somewhere you can find it. Now you can exit your excel spreadsheet.
6. Now go to Microsoft Word and start a new document. Then click on the “Mailings” tab then click on “Start Mail Merge” and select “Labels” from the drop down list.
7. A box will pop up with “Label Options.” First click on the tray you will use when printing labels.
8. Then click on the drop down next to “Label vendors.” Here you can pick the brand of label you have, but for most of the time you can pick “Avery” and “5160 Easy Peel Address Labels” then click OK.
9. Now click on “Select Recipients” and pick “Use Existing List from the drop down.
10. A box pops up titled “Select Data Source.” You navigate to where you saved the Excel document from Synergy and click Open.
11. A new box pops up titled “Select Table” just click OK.
12. Click on “Insert Merge Field” and select the items you would like on the labels. The first one on the top left is the one you change. All the other labels will follow that top left one and you don’t need to do anything with the rest. You can also add returns or change the font at this point.
13. Click on Update Labels once you are happy with how that top left one looks.
14. Now you can go to “Finish & Merge” and choose print documents from the dropdown. Eventhough you don’t see the student’s names and such it will print them. If you want you may select “Edit Individual Documents” to see how it really will look. **Note: you can save the document that looks like the one below as a sort of template if you do labels with the same fields for different classes or more than once. Then all you would do when you open it is click on “Select Recipients” and select “Use Existing List” then select a new document and click “Finish & Merge” and “Print Documents” again.
