Finally, it generates a new document containing the records you selected. For a large data merge, this can take quite a while. InDesign starts thinking about what to do.
(I prefer to presize my images to exact size ahead of time by running an action on the images in Photoshop.) You can also remove blank lines for empty fields or set a maximum number of records in a document.
#Mail merge on indesign how to
Here you have choices for how to fit images in your graphic placeholder frames. You also want to click on the Options tab. We’ll show you a Multiple Record layout next.) There are also options to generate a report if text gets overset in the process, or to generate an alert when images are missing. (Remember, from our first posting, that a record is the complete set of fields that extend across the row of data. That is, it creates exactly one physical page for each record in the merged document. The layout we’re creating is a Single Record. (This choice has tripped many people up.) But equally important, you need to choose the number of records per document page. The most important panel?Records?is where you select which records you want to include in your merged document. This opens a three-tabbed-panel dialog box.
Click the Create Merged Document button (circled above), or choose Create Merged Document from the palette menu. Now, it’s time to create the new data merge document. I selected the data source and linked the data fields with the placeholder frames. When I left you, I had created a reminder card layout in InDesign CS2, and created text and graphic frame placeholders. You’ll find part 1 here, and part 2 here. It’s been much longer than I expected finishing this three-part tutorial on InDesign’s Data Merge feature, but it’s been a very busy period for me.
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