Create a new blank document by choosing File|New.ģ. This file is actually just a two-column table, but with the helper, you can set up the fields correctly. In Word 2000 (or modified 2003) you can use the mail merge helper to create your data source file. Under Commands click MailMergeHelper and drag it to the Tools menu. To get the old-style mail merge “helper” back on your Word 2003 menu, choose Tools|Customize.
I’ll be honest here, I hate the new stupid wizard Word 2003 uses for merges, so these instructions work using the “old way” of doing merges. So in the car example I mentioned earlier, the first row would be Auto and the second would be Toyota Corolla. The first row is for the category or section (so I know where to put the folder back) and the second row has the file folder name itself. I set up a file folder label with two rows. Basically, a merge is used to put data into a layout you define.
AVERY LABEL WIZARD WORD 2003 HOW TO
If you understand how to do merges already, this part is easy. Once you have a plan of attack, you need to set up your mail merge in Microsoft Word. Within that section, I have folders for each of the cars we’ve owned such as Toyota Corolla, Honda Accord, and so forth. It made sense to me to put all my car-related stuff like repair receipts in one section called Auto.
The bottom line is that you should create a system that makes sense to you. Our home files are probably easier to relate to. Our business files also have sections for Accounting, Reference, Marketing, and Administration. They are filed in alphabetical order by the client’s name. (Note that throwing them all in a pile is NOT organization.) The key is to put “like with like.” For example, in my case, I have organized all my projects by client. Clean Up the Messĭepending on how big a disaster you have, your first step may be to figure out exactly how to organize your files. Avery’s ½” x 1-3/4″ tiny address labels (number 5267) fit perfectly on the little card-stock squares that you insert into the plastic tabs. The second type of label you’ll need is only necessary if you opt to use hanging “Pendaflex” files as part of your file organization. For example, I have a separate box of red (5066) and blue labels (5766). You also can buy entire boxes of a single color, which is great if you have a lot of files of given type. Avery’s small multi-colored pack is number 5266. You use long labels that are 2/3″ high x 3-7/8″ wide with a colored bar on top. You need two types of Avery labels (or Avery knock-offs you can buy at office supply stores). So without further ado, it’s time to talk filing.
I also taught this system to a number of other people who had filing “situations” that had gotten completely out of hand, including an accounting office and a medical clinic.
I’ve used this technique for years, starting with a massive reorganization of an imposing row of five 4-drawer file cabinets that contained 20 years of documentation archives. People will be impressed when they see how easy to read and organized your files are, and the neatniks in the room will positively swoon. However, with a little help from Microsoft Word, you can label an entire file cabinet’s worth of files in an afternoon. If you’re like a lot of people, your “filing” is a disorganized mess. Filing is one of life’s little chores that we all probably wish would go away.
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