In the top-left label, type the word Exhibit, followed by a space.Use the Envelopes and Labels option from the Tools menu to create a sheet of blank labels.Perhaps the easiest way to set up labels that have sequential numbers is to use the Envelopes and Labels capability of Word in concert with the SEQ field.
While all of these features (and more) use some type of numbering in them, they are not all well suited to creating labels. For instance, you can use different fields for numbering, or use numbered lists, the captioning feature, or you can use mail merging. Word has many ways you can implement some type of numbering in your documents. The labels template is now available for mail merges.If you work in a business where you need to sequentially number items, you might be wondering if there is a way you can use Word to create the labels for you. 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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