Insert Last Name Field from the Interest Transfer Agreement and eSign it in minutes

Aug 6th, 2022
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How to Insert Last Name Field from the Interest Transfer Agreement

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hi everyone on this channel I create videos packed with lots of great information this video is the second in a new series about using Microsoft Excel so if youd like to learn more about excel subscribe to my channel sometimes I get a list of names that are formatted such that theres a first name a space and then the last name and thats fine but sometimes I want to sort the names by last name and its difficult to do when theyre formatted like that so Im going to teach you how to take the list of names separate it out between the first name and the last name and then put it back together such that we have the last name a comma and then the first name lets get started by highlighting the names of the people were going to visit the data tab and then were going to select text to columns when Excel looks at our data you can automatically determine that between the words theres a space so by default in this situation its going to select delimited so at this point lets just click

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Add name, address, and other fields in your database through Merge Fields. Go to Mailings Insert Merge Field and select the field you want to add. Continue adding fields until youve added all the information you want on your letter. Choose OK.
Navigate to the location in the Word document where you want to insert a field. Click the Insert tab in the Ribbon and then click Quick Parts in the Text group. Select Field. In the list of Field names on the left, select DocProperty. Under Field properties, select a property name.
Go to Mailings Filter Recipients. Select Sort Records Sort By, and select the field name you want to sort by. To sort by multiple fieldsfor example, by state and then by city, select Then By, and then select the additional fields you want to sort by. When all of the fields are sorted how you want, select OK.
0:00 1:56 Combine First and Last Name Fields in Excel - YouTube YouTube Start of suggested clip End of suggested clip And so there you have the name combined. So to continue down the list what you do is you put yourMoreAnd so there you have the name combined. So to continue down the list what you do is you put your your cursor over the bottom right-hand corner to fill handle. And you double click to fill the line.
Add individual merge fields Click or tap where you want the merge field. Choose the down-arrow under Insert Merge Field, and select a field. If you dont see your field name in the list, choose Insert Merge Field. Choose Database Fields to see the list of fields that are in your data source. Choose Insert.
Set up a new mail merge list with Word Go to File New Blank Document. Choose Select Recipients Type a New List. In the New Address List dialog box type recipient information in each column as appropriate. For each new record, select Add New.
From the Insert tab on the Ribbon, in the Text group, select Quick Parts and then select Field . In the Field dialog box, from the Field names list, select the field. You can filter this list by selecting Categories . Customize the field by selecting any properties options you desire and then click OK to insert it.
1:20 3:13 Document Template Setup - How to Insert a Merge Field into a Document YouTube Start of suggested clip End of suggested clip But. This is optional. Action step will take the format from how the merge field is entered forMoreBut. This is optional. Action step will take the format from how the merge field is entered for example. If you want the result of the merge field to appear in your document as uppercase.

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