FAQ - How can I create a Mail Merge for Homeowner Mailing Labels in Microsoft Word?

1. In Vantaca, navigate to Homeowner > Homeowner List
2. Use the column settings to display the available columns that you would like. For Mailing Labels, we recommend "Homeowner Name", "Mailing Address 1" and "Mailing Address 2"
3. Either search to filter for the owners that you want
4. Click Export to Excel and save the file to your computer
5. Open Microsoft Word and create a new document.
6. In the ribbon at the top, click on "Mailings"
7. Select "Start New Mail Merge"
a. Select Labels
b. Select the details for the manufacturer of your label paper
c. Click ok
8. Click "Select Recipients"
a. Use an Existing List
b. Navigate to your files and click open
c. If Excel needs to convert the file, allow it
d. Select the sheet that contains the data (if you have not modified the export from Vantaca, it will be Sheet 1
9. Use the "Insert Merge Field" button to set up your first label
10. Click the "Update labels" button to copy the merge field to all labels
11. Use the "Preview Results" field to check the set up of the labels and make corrections as necessary
12. Click on "Finish and Merge" and select "Edit Individual Documents". This will create a new document of labels so that they can be reviewed and printed.