Mail Merges

The process of preparing an Excel spreadsheet so it is ready to merge into a a Word document.

Steps for Excel Spreadsheet

  1. Log onto the SOAR Reservation System
  2. Under "Generate Labels" click the respective "Confirmation Labels" link for FYR, TRF, or INTL students
  3. Click "Generate Spreadsheet" at the bottom of the session's roster
  4. Click "Sort & Filter" and then "Custom Sort"
  5. Sort by Parking, values, and order A to Z
  6. Save Excel sheet with the date in the O Drive -- O:\Publications & Communications\SOAR\SOAR Publications\2015 - Summer\Confirmations\Session Rosters
Steps for Mail Merge--Confirmation Letters
  1. In the O Drive Find the Confirmation Letter
    1. O:\Publications & Communications\SOAR\SOAR Publications\2015 - Summer\Confirmations
  2. In Word, under "Mailings" tab select "Start Mail Merge" and "Step by Step Mail Merge Wizard" 
  3. Follow the step by step directions and double-check before printing off 
Steps for Mail Merge--Parking Information
  1. Using the same Excel spreadsheet from "Steps for Excel Spreadsheet"
  2. Find the Parking Information Letter in the O Drive and proceed with the mail merge 
  3. Double-check before printing off 
Then follow the SOAR Mailing Procedures


KeywordsOA process and procedures, Lead OA, SOAR, mailings, mail service, confirmations, expectations   Doc ID51543
OwnerBeth D.GroupCenter for the First-Year Experience
Created2015-05-20 10:18:59Updated2019-11-11 15:37:47
SitesCenter for the First-Year Experience
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