Videos/Creating a mail merge in Writer

Foreword
The video "Erstellen eines Serienbriefs" links to this page here, which contains further information.

Basis of this video is the exercise "Erstellen eines Serienbriefs" by Ellen Pape.

See Übungsaufgaben (in German).

There under "Writer-Übungen Teil 2".

The exercise consists of three documents:


 * Aufgabe_Serienbrief (ODT)
 * Beispieladressen (ODS)
 * Beispielbrief" (ODT)

This description here refers to the version LibreOffice 5.2.

Link to the Video
Link to the Video in (German [DE]):

Erstellen eines Serienbriefs in Writer – LibreOffice 5.2

Connect to data source


This description explains how to create a mail merge.

The "Calc" file [[Media:2016_HB_LO_SB_Calc_Datei_Adressen.png|"Sample Addresses"]] is used as data source for the Writer file "Example letter".

For this we open Writer.

We select the menu command: [[Media:2016 HB LO SB Menue Bearbeiten Datenbank austauschen.png|]].

In this dialog the data corresponding to the current document [[Media:2016 HB LO SB Dialogbox Datenbank austauschen.png|assigned data source]] (left) and the data sources available in the system (right) are displayed.

If the file "Example addresses" is not included, we search for the file via.

We click on the "+" -character in front of this file and select the "Example addresses" table.

Then we click on.

Now we have created a connection between Writer and this File (Data source).



Create the serial letter
We now need a letter, which we make into a serial letter, for this we open the [[Media:Beispielbrief 5-2.odt|Beispielbrief 5-2.odt]].

We open via the menu [[Media:2016 HB LO SB Menue Extras Serienbrief-Assistent.png|]].

Original document
At [[Media:2016 HB LO SB Dialogbox Schritte 1.png|"1st source document"]], we select "Use current document" and click.

Select document type
At [[Media:2016 HB LO SB Dialogbox Schritte 2.png|"Select 2nd document type"]], we select "Letter" and click on.

Insert address block
At [[Media:2016 HB LO SB Dialogbox Schritte 3.png|"Insert 3rd address block"]], we select our "Example addresses" via "Select other address list…" and click.


 * At [[Media:2016 HB LO SB Dialogbox Schritte 3.png|"3.2 This document must contain an address block"]], set a check mark. With the selection we have [[Media:2016 HB LO SB Dialogbox Adressblock auswaehlen.png|four address types]] to choose from, but leave it at the default.
 * For [[Media:2016 HB LO SB Dialogbox Schritte 3.png|]] we still need to assign the address fields.

We click on.

[[Media:2016 HB LO SB Dialogbox Felder zuordnen.png|We assign the fields]] and click on.

In our example, the field assignments correspond to this table:

Anrede = Anrede Vorname = Vorname Name = Nachname Adresszeile 1 = Straße PLZ = PLZ Stadt = Wohnort alle anderen = [Keine]

[[Media:2016 HB LO SB Dialogbox Schritte 3.png|Below at "3.4"]] we see if all address fields are available.



Create letter salutation
[[Media:2016 HB LO SB Dialogbox Schritte 4.png|"Create 4th letter salutation"]], we select or enter accordingly.

We click on.

Adjust layout
At [[Media:2016 HB LO SB Dialogbox Schritte 5.png|"5. adjust layout"]], we define the position of the address field.

We take over the [[Media:2016 HB LO SB Dialogbox Schritte 5.png|data]].

We click on.

Save source document
The [[Media:2016 HB LO SB Ausgangsdokument Beispielbrief 5-2.png|Output document]] (mail merge pattern) save via.

Further procedure via the "Mail merge" toolbar
The further control or the process is done via the toolbar [[Media:2016 HB LO SB Symbolleiste Serienbrief.png|"Serial Letter"]].

Prepare document
The [[Media:2016 HB LO SB Ausgangsdokument Beispielbrief 5-2.png|output document]] (mail merge sample) contains the address fields and the resulting [[Media:2016 HB LO SB Ausgangsdokument Beispielbrief 5-2.png|triple salutation]] and now shows the Salutation possibilities (!) for the individual documents.

Please leave it like this!

Personalize document


Via the toolbar [[Media:2016 HB LO SB Symbolleiste Serienbrief.png|"Serial Letter"]] we get the individual serial letters in a new window.

In the individual document we can now make corrections if necessary.

If all individual mail merges are as we want them to be, we can save the complete mail merge document as usual with or  and enter a document name (e.g. "Mail merge -finished-").

Save, print, send
Via the toolbar [[Media:2016 HB LO SB Symbolleiste Serienbrief.png|"Serial Letter"]] we can also "Save mail merge document", "Print mail merge document", "Send e-mail messages".

To save the mail merge document we click and enter a document name (e.g. "Mail Merge -finished-") and click.

Alternatively, we click "Print Mail Merge Document" or "Send Email".

Mail Merge in Writer - Version 7.2
Mail Merge in Writer - Version 7.2

Work files
See Übungsaufgaben, there under Writer-Übungen Teil 2 (Writer Exercises).

The exercise consists of three documents (in German [DE]):


 * Aufgabe_Serienbrief (ODT)
 * Beispieladressen (ODS)
 * Beispielbrief" (ODT)

And [[Media:Beispielbrief 5-2.odt|"Beispielbrief_5.2"]] (Exercise letter).

Documentation / Manuals
Here you will find the Documentation / Manuals:

Documentation / Manuals

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