The Urge to Merge

Nikki Massaro Kauffman

Overview

• Mail Merge Wizard

• Write & Insert Fields Buttons

• Select & Edit Recipients Buttons

• Finish & Merge Button

Mail Merge Wizard

1. Click Mailings tabStart Mail MergeStep by Step Mail Merge Wizard…

Mail Merge Wizard

2. Select document type & click Next.

3. Select starting document & click Next.

Mail Merge Wizard

4. Select recipients from existing Excel, Access, Word, or Outlook list; or create a new list. Click Next.

Mail Merge Wizard

5. Compose your document, inserting custom items into it & click Next.

Mail Merge Wizard

6. Preview the results & click Next.

7. Print All or Individual Records.

Write & Insert Field Buttons

• Highlight Merge Fields: shows where fields are

• Address Block: inserts full address

• Greeting Line: inserts greeting of a letter

Write & Insert Field Buttons

• Insert Merge Field: menu for inserting all available fields of data source

• Rules: set conditions on fields (If… Then… Else)

Write & Insert Field Buttons

• Match Fields: matched data source fields with fields Word recognizes (Ex: Home=Home Phone)

• Quick Parts (on Insert tab): fields of document properties (Ex: print date or filename)

Select & Edit Recipients Buttons

• Select Recipients: allows you to pick which list from Access, Excel, Word or Outlook, you will use

• Edit Recipients List: allows you to pick which recipients from the list

Finish & Merge Button

• Edit Individual Records: lets you save merged results as a new document where you can customize each record

Finish & Merge Button

• Print All or Current Record: print every recipient’s copy or just the one you currently see

• You must use Finish & Merge to print a merged document!

Questions?