Forum Discussion
Use Word Template Content in Print to Size 10 Envelope
Phishdawg You should start by selecting the Envelopes from the Start Mail Merge dropdown
which will cause the display of the Envelope Options dialog in which you can select the envelope size
Click on teh Printing Options tab of that dialog to check that the feed method matches that of your printer.
After clicking on OK in that dialog, you will see an "envelope sized" document with frames in which the Return and Delivery Address text or controls should be entered. It helps to have the display of non-printing characters in effect so that you can see where to insert the text and controls.
Doug_Robbins_Word_MVP I am familiar with all that you have described and shown., which - as I understand, would apply if the file is a Word document.
My merged document is a PDF file. The PDF ribbon doesn't have the controls that Word does.
I have made several dozen attempts, and it is still unclear to me how to set the mail merge fields in the Word template to the position I need for a size 10 envelope that translates properly through the mail merge, PDF conversion and, to print.
Phishdawg There is no need to be using Power Automate or PDF
From the Start Mail Merge dropdown in the Start Mail Merge section of the Mailings tab of the ribbon, select Envelopes and then select the type of Envelope. Then use the Select Recipients facility to select your Excel Data Source to the Envelope Mail Merge Main Document. Then use the Insert Merge Field button in the Write & Insert Fields section of the Mailing tab of the Ribbon to insert the Merge Fields into the Mail Merge Main Document as shown below
It is best to then save the document before using the Finish & Merge facility in the Finish section of the Mailings tab of the ribbon to execute the merge either to a new document or directly to a printer.