Last updated Monday, Dec. 5, 2022, at 10:55 a.m. This article is based on legacy software. For a successful Mail Merge, you will need to establish a recipient list, also referred to as the data source. This contains the information that will vary with each record, such as names or identification numbers. If you are creating a mailing list, for example, names and addresses will be included in your data source. You can either create a new data source or use a pre-existing source,
such as your Outlook Contacts. You may also wish to alter the entries in your data source without having to open it, change the appropriate entries, and then save the changes. Mail Merge allows you to specify which individual entries you want to include as well as add and delete data document entries and fields. For more information on the data document, refer to The Mail Merge Wizard: An Overview. Before creating the data document, take a moment to plan out the information you want to include. While creating your data document, you can add or remove fields to tailor the document to suit your needs. Creating a new data source is an option in the third step of the Mail Merge Wizard. From the Tools menu, select Letters and
Mailings » Mail Merge... Under Select document type, make the appropriate selection Click NEXT: STARTING DOCUMENT Under Select starting document, make the appropriate selection Click NEXT: SELECT RECIPIENTS From the Select recipients section, select
Type a new list From the Type a new list section, click CREATE... In the Enter Address information section, enter the appropriate information in the desired fields
When all entries are complete, click
CLOSE
Using the Save in pull-down list, navigate to the desired save location In the Field name text box, type the desired name for your address list Click SAVE OPTIONAL: Click on the desired heading which you want the list to be sorted by When finished typing the list, click OK Accessing the Data DocumentOnce your data source has been created, you can continue to make changes to it. In order to do so, you must open the data source.
Adding and Deleting Data Source FieldsYou can add field names or delete field names even after you have merged the data and main documents. Adding Fields
Changing Field Order
Deleting FieldsIf you delete a field, the data in the field is also deleted.
Adding and Deleting Data Source EntriesYou can add, edit, or delete records even after you have merged the data and main documents. For the changes to take effect, however, you will have to re-merge the documents. If you want to create a new data document, refer to Creating a New Data Source above. Adding an Entry
Deleting an Entry
Was this article helpful? Yes No View / Print PDFWhat are the three 3 types of mail merge?Mail Merge requires three types of documents: (a) Main Document, (b) Data Source, and (c) Merge Document. (a) Main Document: In a Mail Merge operation, the personalized document (such as, a standard letter, or envelope, or mailing label) is known as the main document.
What happens when you click finish and merge?At the end of the process, when you select Finish & Merge, choose Edit Individual Documents. You'll be prompted for a response for each recipient. That response will be inserted in the bookmarks you specified, in the documents that result from the merge.
What is the option that you click to finish the mail merge?Complete the Merge. Select the option you want to use to finish the mail merge. You can also click the Finish & Merge button on the ribbon and select a merge option there. You're also given the option to choose which records to merge. ... . Select the records you want to merge.. Click OK.. Which is the step 3 in mail merge?Step 3: Select Recipients: Choose and option button under Select Recipients to choose the data source for the form letters. You see the Mail Merge Recipients dialog box. Click OK if you want to select all the recipients in the source file.
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