How will you merge the data source to the main document?
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Do you have a long list of names and addresses that you need to send letters to? The Mail Merge process combines a Word document with a data source to quickly create letters that feel personal.
Set up and Choose Document TypeTo begin the mail merge process, you first need to choose what sort of document you want to create.
The Mail Merge wizard advances to the next step. Select a DocumentThis next step is to select a starting document.
The Mail Merge wizard moves on to step 3. Select RecipientsNow, you will need to choose where you’ll get your list of addresses from. This example uses an existing list from a database, but you can also select Outlook contacts or manually create your own list.
The Mail Merge wizard moves on to step 4. Write Your LetterAfter the main document is set and the recipient list is connected and edited, you are ready to insert the merge fields in the document. The merge fields are placeholders in the document for unique information from the recipients list. When you put a merge field in the main document, information from that field will appear for the document that is unique to that recipient.
The Mail Merge wizard moves on to step 5. Preview Your Mail MergeSometimes, it is helpful to see what the data will look like once it has been inserted into a document, instead of only viewing the merge field names. You can easily preview how the mail merge will appear before finishing the mail merge. This is encouraged to make sure the results appear as you want them to.
The Mail Merge wizard moves on to the final step. Complete the MergeOnce you’ve added the list of recipients and filled out a document with merge fields, the last step is to finish the merge by making a separate version of the document for each recipient. There are a couple of different ways you can finish the mail merge:
Word merges the main document and the information from the data source into a new Word document, or merges it and sends it to the printer, based on the option you chose.
FREE Quick ReferenceClick to Download Free to distribute with our compliments; we hope you will consider our paid training. What is merging data source and main document?The mail merge process involves taking information from one document, known as the data source, combining with another document known as the main document. The data source is a document, spreadsheet or database that contains personalized information such as names, addresses, and phone numbers.
How can you merge the data in the mailing list into the main document?To do this, follow these steps:. Click Edit individual letters.. In the Merge to New Document dialog box, select the records that you want to merge.. Click OK. ... . Scroll to the information that you want to edit, and then make your changes.. Print or save the document just as you would any regular document.. Can we merge main document and data source in a single document?You can merge the main document with data source in Excel. In mail merge operation, Word is usually.....
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