Tech Tips

Excel Spreadsheet Embedded in a Word Document

If a Word document has a spreadsheet embedded into it (like the bond calculation portion of the Petition for Approval of Conservatorship account, here is how to edit the numbers.  Double click the table and you will open the spreadsheet in Excel.  Put your new numbers in Excel and then save the spreadsheet.  You can then close Excel.  The changed numbers will not show in your Word document unless you right click on the table and select the Update command from the context menu.

 

Five Simple Tips for Using Excel Data in Word

Mail Merge

On the Mailings Tab Work from Left to Right:

1.    Click Start Mail Merge>Letters

2.    Select Recipients>Use Existing List

The existing list will be one that connects you to the relevant Microsoft Access Database, like Estate (for Estate Planning); GnC or Probate

3.    Select Edit Recipient List.  Uncheck all names by unchecking the box at the top of the list.

4.    Scroll Down the list and check off only the record that you want to merge with the document.

5.    Click Finish and Merge>Edit Individual Documents

A dialog comes up asking you what record to merge with.  Simply answer "Select Current Record"

6.    Word 2010 creates the document with the merged data - TM save this document to  Time Matters Matter as a Word Processing Document.

 

Youtube Mail Merge Tutorial Part 1

 

Youtube Mail Merge Tutorial Part 2