Step 7: Save your mail merge envelope document

When you save the mail merge envelope document, it stays connected to your
mailing list for future use.

To reuse your envelope mail merge document, open the document and
choose Yes when Word prompts you to keep the connection. To change addresses in
the envelope mail merge document, open the document and choose Edit Recipient
List to sort, filter, and choose specific addresses.
Automate tasks with the Macro Recorder

To automate a repetitive task, you can record a macro with the Macro Recorder in
Microsoft Excel. Imagine you have dates in random formats and you want to apply a
single format to all of them. A macro can do that for you. You can record a macro
applying the format you want, and then replay the macro whenever needed.

When you record a macro, the macro recorder records all the steps in Visual Basic
for Applications (VBA) code. These steps can include typing text or numbers, clicking
cells or commands on the ribbon or on menus, formatting cells, rows, or columns, or
even importing data from an external source, say, Microsoft Access. Visual Basic
Application (VBA) is a subset of the powerful Visual Basic programming language,
and is included with most Office applications. Although VBA gives you the ability to
automate processes within and between Office applications, it is not necessary to
know VBA code or computer programming if the Macro Recorder does what you
want.

It is important to know that you when you record a macro, the Macro Recorder
captures almost every move you make. So if you make a mistake in your sequence,
for example, clicking a button that you did not intend to click, the Macro Recorder
will record it. The resolution is to re-record the entire sequence, or modify the VBA
code itself. This is why whenever you record something, it's best to record a process
with which you're highly familiar. The more smoothly you record a sequence, the
more efficiently the macro will run when you play it back.

Macros and VBA tools can be found on the Developer tab, which is hidden by
default, so the first step is to enable it. For more information, see Show the
Developer tab.

Record a macro

There are a few helpful things you should know about macros:

 When you record a macro for performing a set of tasks in a range in Excel,
the macro will only run on the cells within the range. So if you added an
 extra row to the range, the macro will not run the process on the new row,
but only the cells within the range.
 If you have planned a long process of tasks to record, plan to have smaller
relevant macros instead of having one long macro.
 It is not necessary that only tasks in Excel can be recorded in a macro. Your
macro process can extend to other Office applications, and any other
applications that support Visual Basic Application (VBA). For example, you
can record a macro where you first update a table in Excel and then open
Outlook to email the table to an email address.

Follow these steps to record a macro.

1. On the Developer tab, in the Code group, click Record Macro.

-OR-

Press Alt+T+M+R .

2. In the Macro name box, enter a name for the macro. Make the name as
descriptive as possible so you can quickly find it if you create more than one
macro.

Note: The first character of the macro name must be a letter. Subsequent
characters can be letters, numbers, or underscore characters. Spaces
cannot be used in a macro name; an underscore character works well as a
word separator. If you use a macro name that is also a cell reference, you
may get an error message that the macro name is not valid.
 3. To assign a keyboard shortcut to run the macro, in the Shortcut key box,
type any letter (both uppercase or lowercase will work) that you want to
use. It is best to use Ctrl + Shift (uppercase) key combinations, because the
macro shortcut key will override any equivalent default Excel shortcut key
while the workbook that contains the macro is open. For instance, if you
use Ctrl+Z (Undo), you will lose the ability to Undo in that Excel instance.
4. In the Store macro in list, select where you want to store the macro.

In general, you’ll save your macro in the This Workbook location, but if you
want a macro to be available whenever you use Excel, select Personal
Macro Workbook . When you select Personal Macro Workbook, Excel
creates a hidden personal macro workbook (Personal.xlsb) if it does not
already exist, and saves the macro in this workbook.

5. In the Description box, optionally type a brief description of what the

macro does.

Although the description field is optional, it is recommended you enter one.

Also, try to enter a meaningful description with any information that may
be useful to you or other users who will be running the macro. If you create
a lot of macros, the description can help you quickly identify which macro
does what, otherwise you might have to guess.

6. Click OK to start recording.

7. Perform the actions that you want to record.
8. On the Developer tab, in the Code group, click Stop Recording .

-OR-

Press Alt+T+M+R .

Working with recorded macros in Excel

In the Developer tab, click Macros to view macros associated to a workbook. Or

press Alt+ F8. This opens the Macro dialog box.
Caution: Macros cannot be undone. Before you run a recorded macro for the first
time, make sure that you’ve either saved the workbook where you want to run the
macro, or better yet work on a copy of the workbook to prevent unwanted changes. If
you run a macro and it doesn’t do what you want, you can close the workbook
without saving it.
How to link a cell in excel to a word doc and keep they live
1. Open the Word document where the worksheet will display.
2. Open the Excel worksheet that contains the data you want to link to the
Word document.
3. In Excel, select and copy the range of cells to include. Select the entire
worksheet if you plan to insert more columns or rows into the worksheet.
4. In the Word document, position the cursor where you want to insert the
linked table.
5. Right-click and select Link & Use Destination Styles or Link & Keep Source
Formatting.

How do I Link a Word document to an Excel file?

Link to a file
1. Select Insert > Object.
2. Select Create from File.
3. Select Browse and go to the file you want to use.
4. Select Insert.
5. Select Link to file and then select OK.

How to transfer data from Word to Excel automatically?

How do you convert a Word document to Excel? To convert a Word document
to Excel, save your Word document as a plain text file. Then, open Excel, go to
the 'Data' tab, select 'From Text/CSV', and import your text file. Use the 'Text
Import Wizard' to adjust your data's layout before loading it into the
spreadsheet
Send a Document Outline to Microsoft Office Powerpoint

Open PowerPoint, and select Home > New Slide. Select Slides from Outline. In the
Insert Outline dialog box, find and select your Word outline and select Insert. Note: If
your Word document contains no Heading 1 or Heading 2 styles, PowerPoint will
create a slide for each paragraph in your content.

How to save Word doc as PDF with track changes and comments?
1. Open Word, and click Track Changes in the Review tab to open the Track
Changes feature.
2. On the File tab, click Export, click Create PDF/XPS Document.
3. The system prompts you to select the location to save as, click the option
function in the dialog box, and check the Document showing markup.

How to save a document with track changes showing?

To do this, follow these steps:
1. Open Compare in the Review menu. Enter the Original on the left side and the
Clean copy on the right side.
2. Click Compare.
3. A new document will be generated that shows all your tracked changes.
4. Save this document with “Track Changes” in the name.

How do I share a document in review mode?

1. Select the Share button. In the drop-down menu, select Share to open the
Email link pane. Select the people that you want to review the document, then
select the Can review option.
How to comparing and merging document changes in word?
Click Review > Compare > Combine. A pop-up window lets you choose the Original
document and the Revised document. Under Original document, click the down
arrow and choose the document you sent for review. If you need to browse to the
file's location, click the folder icon.
How do you compare and merge documents in Word?
Merge two versions of a document
 Open one of the two versions of the document that you want to merge.
 On the Review menu, select Combine Documents.
 In the Original document list, select one version of the document.
 In the Revised document list, browse to the other version of the document, and
then select OK.