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1. Create your Data Source, most often an Excel spreadsheet.
2. In Microsoft Word, go to the Tools menu, Letters
and Mailings, Show Mail Merge toolbar
I have marked the buttons you will use most
often in the image below. You usually use them in the order they appear.
|
Button |
Purpose |
|
Main Doc Setup |
Choose Letter (or Envelopes or Labels) |
|
Open Data Source |
Navigate to the location of your data, click it, and Open |
|
Mail Merge Recipients (optional) |
Use this only if you do not wish to use the entire data set.
When you click this button, a window will open showing your
data. Leave the checkmark next to the items you wish to use. |
|
Insert Merge Fields |
Type your letter or document. In the locations you need merge
information, click the Insert Merge Fields button and
choose the name for the field you need. |
|
Preview Results (optional) |
The ABC button will show you what your data looks like in
the document. You can use the arrows to go to the next records
to also preview them. If you print from here you will only get
the one record you are looking at. |
|
Merge to New Document |
When you click this button you will get all the results of data
inserted into letters. Usually you just need to print this
information, but not save it. If you need to recreate it, you
can always go back to your original merge document and click
this button again. |
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