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Mail Merg

This document provides instructions for using the mail merge feature in Microsoft Word to create a form letter and merge recipient data from a separate data source file. It outlines 9 steps to set up the main document with merge fields for personal details like name, address, and date. These fields will be populated from the data source during the mail merge process. Setting up the main document and separate data source allows for efficiently sending personalized letters to multiple recipients.

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Melanie Cortez
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49 views1 page

Mail Merg

This document provides instructions for using the mail merge feature in Microsoft Word to create a form letter and merge recipient data from a separate data source file. It outlines 9 steps to set up the main document with merge fields for personal details like name, address, and date. These fields will be populated from the data source during the mail merge process. Setting up the main document and separate data source allows for efficiently sending personalized letters to multiple recipients.

Uploaded by

Melanie Cortez
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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MAIL MERG

Create a form letter to send to multiple recipients and use the mail merge feature in Microsoft Word 97
and 2000 (for the PC) and Word 98 (for Macintosh) to merge the addresses in a "Data Source" file with
the main mail merge document (form letter). This is a great time-saving function.
Step 1
Close all open Word documents and create a new one.
Step 2
Go to the Tools menu and select Mail Merge.
Step 3
Select Create and then Form Letters, and then click the Active Window button.
Step 4
Click the Edit button and select the document you just created.
Step 5
Go to the Insert menu, choose the third Date and Time (month, date, year) choice and click OK.
Step 6
Press Return four times and begin typing the contents of your letter with only the salutation followed by
a colon (for example, "Dear:"); do not include the name or address of any of the people to whom you
are writing.
Step 7
As you write the letter, leave blank any place you want to fill in later with a name or other personal
information.
Step 8
After you've written the letter, position the cursor where you want to insert the first "merge field," or
item to be filled in later (probably the name after "Dear:"), and then click Insert Merge Field on the Mail
Merge toolbar. Do this with each merge field until you've placed all of them in the correct position in the
mail merge form letter.
Step 9
Save the letter as Merge Main Letter.
Go to "How to Set Up a Mail Merge Data Source in Microsoft Word" to learn how to set up the names
and addresses to be merged into your letter.
Tip
For mail merge to work, you must have a Main Document (form letter) and a Data Source document.
Items you will need
Microsoft Word

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