How to Mail Merge in Microsoft Word

Steps

1

Click on mail merge and then scroll down to Step by Step Mail Merge Wizard. Follow the steps in the task pane to navigate your way through the Mail Merge process.

Steps

1. 
   1
   Click on mail merge and then scroll down to Step by Step Mail Merge Wizard. Follow the steps in the task pane to navigate your way through the Mail Merge process.
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2. 
   2
   Choose a document type. This document contains the information that will remain the same in each version, such as the return address or company logo. If you’ve already created this document, you can click the USE CURRENT DOCUMENT. Otherwise, click Start from a template or Start from existing document, and then locate the template or document that you want to use.
3. 
   3
   Connect to the data source. The information that you want to merge into your documents will be stored in the data source, and can be found in your Outlook contacts or in an existing file. If you have not yet created this information, select Type a New List to begin creating.
4. 
   4
   Indicate what records you want to include by checking or un-checking the subsequent box.
5. 
   5
   Add fields to your document. Think of a “field” as that information that is unique to each letter. For example, it might be the address of each recipient. You could also choose More Items. This will allow you to add any specific information that you had included in your data file. [[
6. 
   6
   Preview and complete the merge. To preview, you can scroll through each merged document, making sure that there are no mistakes. You can also search for a specific recipient, exclude a recipient or edit the entire recipient list. After previewing the merged information, click next and your merge will be complete. You can print, transmit, save all or save just a portion of the document you created.