#Mail merge how to

Step 2: Select the source file containing the data set At this point, you may want to insert other components such as a date, the body of the letter and a signature. By default, Word uses the current document. From the drop-down menu, select the type of document you want to create.Click the Mailings tab in the Ribbon and then click Start Mail Merge in the Start Mail Merge group.Create a new blank document or open a Word document containing a sample letter.To start the merge and specify the main document as a form letter: The first step in the mail merge process is to start the merge using Start Mail Merge on the Mailings tab in the Word Ribbon: Step 1: Start the merge and specify the main document In this article, we'll be using the Mailings tab in the Ribbon to set up and run a mail merge (not the Mail Merge Wizard): When you run the merge, the fields are replaced by data from the source file. By default, when you click in a field, it is displayed with grey shading. Select specific recipients or filter the recipient list (optional).ĭuring the mail merge process, fields are inserted into the main document and appear in carets (such as >).Insert fields into the letter and any other required content (such as the body of the letter and signature).It's best to create this file before you begin the mail merge process. Microsoft refers to a data set or database as a list. Select the source file containing the data set with names and addresses.Start the merge and specify the main document for the letter.There are 7 steps in the mail merge process to create form letters in Word:

#Mail merge how to

Recommended article: How to Create Labels in Word Using Mail Merge and Excel Source Dataĭo you want to learn more about Word? Check out our virtual classroom or live classroom Word courses > Understanding the mail merge process for form letters When you run the mail merge, you have the option of creating a new merged file (which would include a letter for each contact) or merge directly to a printer.

You'll need to create a main document or letter in Microsoft Word and then connect to a data set of names and addresses in a Word document, Excel worksheet, delimited file or database like Microsoft Access. In this article, we'll review the process for creating form letters for multiple contacts or clients. You can use mail merge in Microsoft Word to create form letters, labels, envelopes and even a catalog or directory. Perform a Mail Merge in Microsoft Word to Generate Form Letters for Bulk Mailingsīy Avantix Learning Team | Updated January 10, 2021Īpplies to: Microsoft ® Word ® 2013, 2016, 2019 and 365 (Windows)