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Mail Merge involves combining a main document with a data source to create personalized documents. The process typically includes these steps:
Computer Science
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Mail Merge involves combining a main document with a data source to create personalized documents. The process typically includes these steps:
- Select Document Type: Choose the type of document you want to create, such as a letter, email message, or labels.
- Select Starting Document: Use the current document as the main document or start from a template.
- Select Recipients (Data Source): Choose an existing list of recipients, create a new list, or select from Outlook contacts. This list contains the variable information (e.g., names, addresses).
- Write Your Letter/Document: Add the content that will be the same for all recipients.
- Insert Merge Fields: Place placeholders (merge fields) in your main document where you want the information from your data source to appear (e.g.,
<<Name>>,<<Address>>). - Preview Your Letters: Review the merged documents to ensure the data is correctly inserted and formatted.
- Complete the Merge: Finish the process by merging the data into the main document. You can then print the documents, send them as emails, or save them as individual files.
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