Frequently Asked Question

How to Mail Merge Consent Forms
Last Updated 3 years ago

  1. Create a new Excel spreadsheet.  Create column headers for Student Name and Student Number, then add the student data into the appropriate columns.

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  2. Save the Excel spreadsheet to your computer.

  3. If you don't have the barcode font (IDAutomationHC39M_FREE.otf) installed, download it from the Technology Consent Forms repository on the All Staff SharePoint, then open it to install it.

  4. Download the consent form template from the Technology Consent Forms repository, then open the template in Word.

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  5. Select the Mailings tab from the top menu

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  6. Click on the Start Mail Merge ribbon item, and from the drop-down menu, select Letters.

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  7. Click on the Select Recipients ribbon item, and from the drop-down menu choose Existing List.

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  8. Open the Excel spreadsheet you created previously. Select Yes to allow Word to open the Excel spreadsheet, then click OK to use the default sheet in the Excel spreadsheet.

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  9. Select the dummy text on the Student Name line

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  10. With the dummy text still selected, click Insert Merge Field, and from the drop-down menu, select the Student Name column name.

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  11. Delete the digits in the Student Number barcode, and in their place, insert the Student Number field.  The stars on both ends of the number must not be deleted or the barcode will not be recognized.  Inserting the field name may cause the template to wrap awkwardly, but this can be ignored as valid student numbers will fit properly.

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  12. Now hit the Preview Results tab. If done correctly, you will be able to cycle through each student's consent form prepopulated with their name and student number.

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  13. Select Finish & Merge and from the drop down menu select Print Documents to print the prepopulated forms.

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