Select Use the current document and then click Next: Select recipients. In this demo we will use the current (blank) document.
In a blank Microsoft Word document, click on the Mailings tab, and in the Start Mail Merge group, click Start Mail Merge.
This feature works the same in all modern versions of Microsoft Word: 2010, 2013, and 2016. Mail merge is also used to create envelopes or labels in bulk. Using Mail Merge, you can easily customize form letters for individual recipients. Mail Merge is most often used to print or email form letters to multiple recipients. You can now Preview and/or merge your doc.įrom this point on, when you open your Mail Merge document, it now has both your newly added merge field and the data source connected, so the you Preview and be on your way.How to Use Mail Merge in Microsoft Word See Microsoft Word: Tips and Tricks for similar articles. Save the changes to your mail merge document now (prior to any merging). Now it brings up a "Select Tables" dialog box and here I can specify the Excel worksheet (aka tab) where my data exists.Ħ. It will now pop up a "Confirm Data Source" dialog box with OLE DB Database Files as the only option (unless you check the "Show all" checkbox, which I did not do).ĥ. Do not use these! Instead, navigate using the left pane to yourĭata source - an Excel Macro-enabled file in my case - and select it.Ĥ. I goto the Mailing tab in Word, "Select Recipients" and "Use Existing List." Word 2007 opens this list dialog box with some suggested selections displayed prominently in front of you. Notice that this time, I don't get prompted to run a query, because it has lost this information (presumably from the change in step 1).ģ. Now I need to re-connect the data source, so I open the Mail Merge document. Note: I still need to pick a data source, even though it will get disconnected.Ģ. I add the new field I want to merge in the document and save before doing any merging. I found a fix looks like a 2-step process.ġ. Then saved the newly copied document (I copied everything except the newly inserted "paragraph') and saved it (replaced the file) using the same name. Closed the original mail merge template without saving changesĤ. Not sure if this is what you meant by 'inserting a new paragraph.'ģ. Inserted a new paragraph by setting focus to the last field, hitting ENTER. When I bring up the new document, it doesn't know about its data source and it can't be connected like the old one.Ģ.
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