To use Mail Merge: 1. 2. 3. 4.
Open and existing Word document, or create a new one. From the Mailings tab, Click the Start Mail Merge command Select Step by Step Mail Merge Wizard…from the drop-down menu.
The Mail Merge pane appears and will guide you through the six main steps to complete a merge. The following example demonstrates how to complete a form letter and merge the letter with recipient list.
Step 1: Choose the type of document you wish to create. In our example, we will select Letters. Then click Next: Starting document to move to Step 2.
Step 2: Select Use the current document, then click Next: Select recipients to move to Step 3.
Step 3: Now you will need an address list so Word can automatically place each address into the document. The list can be in an existing file, such as an Excel workbook or you can type a new address list from within the Mail Merge Wizard. 1. From the Mail Merge task pane, select Use an existing list, then click Browse… to select the file.
2. Locate your file and click Open.
3. If the address list is in an Excel workbook, select the worksheet that contains the list and click OK.
4. In the Mail Merge Recipients dialog box, you can check or uncheck each box to control which recipients are in the merge. By default, all recipients should be selected. When you are done click OK.
5. From the Mail Merge task pane, click Next: Write your letter to move to Step 4.
Note: If you don’t have an existing address list, you can click the Type a new list button and click Create. You can then type your address list.
Step 4: Now you’re ready to write your letter. When it’s printed, each copy of the letter will basically be the same; only the recipient data (such as the name and address) will be different. You will need to add placeholders for the recipient data so Mail Merge knows exactly where to add the data.
To insert recipient data: 1. Place the insertion point in the document where you wish the information to appear. 2. Select Address block, Greeting line, Electronic postage, or More items.
3. Depending on your selection, a dialog box may appear with various options. Select the desired options and click OK.
4. A placeholder will appear in your document. For example: <>
5. Repeat these steps each time you need to enter information from your data record. In our example, we will add a Greeting line. 8|Page
6. When you are done, click Next: Preview your letters to move to Step 5.
Note: For some letter, you will only need to add an Address block and Greeting line. Sometime, however, you may wish to place recipient data within the body of the letter to personalize it even further.
Step 5: 1. Preview the letter to make sure the information from the recipient list appears correctly in the letter. You can use the left and right scroll arrows to view each document.
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2. Click Next: Complete the merge to move to Step 6.
Step 6: 1. Click Print….to print the letters.
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2. A dialog box will appear. Click All, then click OK.
3. The Print dialog box will appear. Adjust the print settings if needed, then click OK. The letters will be printed.
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