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I have set up a mail-marge in Word 2003. The source is a document where each field is a formatted text as the following one:

I have different pieces of text to insert.

However, when I insert such a Merge Field in my primary document, it losts its original formatting. Is it possible to retain all the formatting I have set in the source document file?

Toc
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3 Answers3

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Try using "REF" instead of "MERGEFIELD". It's a little strange, but I found it to preserve formatting with superscripts, and bolded characters.

https://superuser.com/a/457222/143655

Community
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dangowans
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Here's what worked for me! https://support.microsoft.com/en-ca/help/320473/excel-data-does-not-retain-its-formatting-in-mail-merge-operations-in

In addition, I'll share a small trick that helped me - ensure that the Mail Merge tab (containing the mail merge info) is the first tab in the Excel file.

Hope this helps others having the same issue.

user778796
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Make sure you have the "Preserve formatting during updates" checkbox ticked in the dialog which is shown when creating the merge field. You can display this dialog for an existing field by right clicking on it and choosing "Edit Field".

This option will include the "MERGEFORMAT" switch which will instruct the mail merge engine to keep the formatting that is initially applied to the field when it's merged with data.

Adam
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