MAIL MERGE INSTRUCTION

Preview:

Citation preview

1. Choose Mailings taba. Select Start Mail Mergeb. Choose Step-by-step Mail Merge

Wizard

2. What type of document are you working on?i. Be sure to select the type of format that you need addressed.

3. Select your starting document. i. Will you be typing into the starting document?

ii. Will you be bringing in a saved document?

ii.

4. Select your recipients.

This is the dialog box that comes up to view the recipient list. This is where you can also edit the recipient list.

Be sure to save the changes you made to your recipient list.

5. Write your letter.

Click to add the address block and greeting line. Pay attention to your document titles/file names.

6. Preview your letters.

Under the mailings tab click preview results to see the documents address before you send it to merge.

7. Merge the document and addresses.

8. Review the merge

MERGED MAIN DOC

MERGED MAIN DOC

9. Save the merged document.

Make sure you are saving the fresh copy with the addressed mail merge. Save it with an indicator that it is the MERGED document.

You have now saved your merged document that is addressed and ready to print. If and when you need to make changes to the doc, you want to be certain that you are deleting the MERGED document. Your MAIN DOC is where you make your changes then start mail merge again.

MERGED MAIN DOC

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