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Actionable Tips for Growing Boston Firms

Tip of the Week: Use Microsoft Word To Create Envelopes For Your Contacts

Microsoft Office has long been a valuable asset for all types of businesses, but would you be surprised to hear that most organizations don’t take full advantage of it? All of the most recent editions of programs like Microsoft Word, Excel, and PowerPoint are designed with powerful, user-friendly interfaces that allow your business to do lots of neat things. In fact, you can create a professional envelope for your organization, add a list of contacts from a CSV file or from Outlook, and so much more.

Step 1: Open a New Document
Blank Page

Step 2: Access the Layout Menu
Layout

Step 3: Change the Size of the Page
You want the page to be set to the proper envelope size. If you need to know what size your envelopes are, try checking the box. #10 is generally the traditional letter envelope.
Envelope 10

Step 4: Check the Layout
Before proceeding, make sure that the layout has changed to the proper size.
Envelope 10 Resize

Step 5: Go to the Insert Tab and Select Text Box
Insert Tex Box

Step 6: Use the Simple Text Box Option
This will be used for your return address.
Insert Tex Box2

Step 7: Update the Address and Draft the Text to the Desired Location.
Drag to Position

Step 8: Remove the Border Around the Text Box
You can do this by right-clicking the box and selecting Format Shape. Switch the radial button from Solid Line to No Line.
Remove Border

Step 9: Style and Brand Your Return Address
You can use the Font options to customize the appearance of your return address. Make sure you don’t forget your logo.
BrandingAddress

Step 10: Start Your Mail Merge
First, let’s add another Text Box. You should remove the standing text and leave the cursor right where it is in the box.
Mail Merge 5

Step 11: Load Your Contacts
To do this, access Select Recipients and check the source of your contacts. You’ll need a CSV file for this next step.
Mail Merge 1

Step 12: Select Address Box. This appears in the text box that you created earlier.
Mail Merge 6

Step 13: Follow the Directions to Format Your Address
Mail Merge 4

Step 14: Preview Your Results
Use the Preview Results option to check that the addresses are displaying properly, are simple to read, and fit on the envelope. This might change depending on how many recipients you have. Just scroll through them to ensure that the formatting remains the same throughout them all.
Mail Merge 7

Step 15: Save or Print
That just about wraps it up. You can finish your work or print them out as you see fit.
Mail Merge 8

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