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Mail Merge Notes

Mail merge allows users to send personalized letters or documents to multiple recipients from a single template. It connects a template form to a data source containing recipient information like name, address, and other fields. The mail merge process involves selecting a document type, recipients from an address list, inserting merge fields into the template, previewing the merged documents, and completing the merge to generate individualized letters.

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Clancy Dias
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293 views1 page

Mail Merge Notes

Mail merge allows users to send personalized letters or documents to multiple recipients from a single template. It connects a template form to a data source containing recipient information like name, address, and other fields. The mail merge process involves selecting a document type, recipients from an address list, inserting merge fields into the template, previewing the merged documents, and completing the merge to generate individualized letters.

Uploaded by

Clancy Dias
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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What is Mail Merge?

Mail merge is a feature within most data processing applications that enables users
to send a similar letter or document to multiple recipients. It enables connecting a
single form template with a data source that contains information about the
recipient’s name, address and other predefined and supported data.

Mail Merge steps

1. In a blank Microsoft Word document, click on the Mailings tab, and in the Start


Mail Merge group, click Start Mail Merge.

2. Click Step-by-Step Mail Merge Wizard.

3. Select your document type. For example we will select Letters. Click Next:


Starting document.

4. For example select the current (blank) document. Select Use the current
document and then click Next: Select recipients.

5. Select recipients. For example create a new list, so select Type a new list and
then click Create.

a. Create a list by adding data in the New Address List dialog box and


clicking OK.

b. Save the list.

c. Note that now that a list has been created, the Mail Merge Wizard reverts to Use
an existing list and you have the option to edit the recipient list.

d. Selecting Edit recipient list opens up the Mail Merge Recipients dialog box,


where you can edit the list and select or unselect records. Click OK to accept the
list as is.

e. Click Next: Write your letter

6. Write the letter. Select Insert Merge Field from the Mailings tab and insert the
Merge FIelds

7. Click Next:Preview your letter.

8. Preview your letter and click Next: Complete the merge.

9. Click Edit individual letters to further personalize some or all of the letters.

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