Mail-Merge

Mail merge is used to create multiple documents at once. These documents have identical layout, formatting, text, and graphics. Only specific sections of each document vary and are personalized. The documents Word can create with mail merge include bulk labels, letters, envelopes, and emails. There are three documents involved in the mail merge process:
  • Your main document
  • Your data source
  • Your merged document
Steps to create a mail merge
  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. In this demo we will select Letters. Click Next: Starting document. 
  4. Select the starting document. In this demo we will use the current (blank) document. Select Use the current document and then click Next: Select recipients. 
  5. Select recipients. In this demo we will create a new list, so select Type a new list and then click Create.
    • Create a list by adding data in the New Address List dialog box and clicking OK.
    • Save the list.
    • 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.
    • 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.
    • Click Next: Write your letter. 
  6. Write the letter and add custom fields.
  7. Press Enter on your keyboard and click Greeting line... to enter a greeting. 
  8. In the Insert Greeting Line dialog box, choose the greeting line format by clicking the drop-down arrows and selecting the options of your choice, and then click OK. 
  9. Note that the address block and greeting line are surrounded by chevrons (« »). Write a short letter and click Next: Preview your letters. 
  10. Click Print to print your letters or Edit individual letters to further personalize some or all of the letters. 

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