Word 2007

Mail Merge

Watch the video! (11:01 min)

Download the example to work along with the video.

To use Mail Merge:

• Select the Mailings on the Ribbon.
• Select the Start Mail Merge command.

• Select Step by Step Mail Merge Wizard.

The Mail Merge task pane appears and will guide you through the six main steps to complete a mail merge. You will have many decisions to make during the process. The following is an example of how to create a form letter and merge the letter with a data list.

Steps 1-3

• Choose the type of document you wish to create. In this example, select Letters.
• Click Next:Starting document to move to Step 2.
• Select Use the current document.
• Click Next:Select recipients to move to Step 3.
• Select the Type a new list button.
• Click Create to create a data source. The New Address List dialog box appears.
  • Click Customize in the dialog box. The Customize Address List dialog box appears.
  • Select any field you do not need, and click Delete.
  • Click Yes to confirm that you wish to delete the field.
  • Continue to delete any unnecessary fields.
  • Click Add. The Add Field dialog box appears.
  • Enter the new field name.
  • Click OK.
  • Continue to add any fields necessary.
  • Click OK to close the Customize Address List dialog box.

  To customize the new address list:

  

  • Enter the necessary data in the New Address List dialog box.
  • Click New Entry to enter another record.
  • Click Close when you have entered all of your data records.
  • Enter the file name you wish to save the data list as.
  • Choose the location where you wish to save the file.
  • Click Save. The Mail Merge Recipients dialog box appears and displays all of the data records in the list.
  • Confirm the data list is correct, and click OK.
  • Click Next:Write your letter to move to Step 4.