How to Use Mail Merge

Mail Merge allows a user to create, and easily combine a letter with a mailing list, thus creating individual letters for each person on the mailing list. To begin the user should type the letter that needs to be merged (I insert an "I" in the line that will later contain the inside address, and a "G" in the line that will be used for the greeting). After the letter is typed, click the MAILINGS tab, then click the Select Recipients button to choose who the letter needs to be addressed to.

Clicking Type a New List will open the New Address List box, from there a user can add the information for receivers of the letter.

Next the user should click in the line of the letter that will hold the Inside Address (delete anything that was inserted to mark the line) and click Address Block on the MAILINGS tab. In the Insert Address Block box the user can customize the layout of the inside address.

After inserting the Address Block, the user should follow the same steps to insert the Greeting Line in the proper location. The Insert Greeting Line dialog box contains the options available to customize the letter's greeting.

The following is an example of the address and greeting fields after the insertion is complete.

The user can preview each individual result by clicking Preview Results, and then using the record selectors located in the Preview Results section of the MAILINGS tab.

To complete the Mail Merge the user should click Finish & Merge, and choose one of the three options listed.

By choosing Edit Individual Documents, the user merges the letter with the mailing list, and has the opportunity to proofread and/or edit each individual letter.

The completed Mail Merge opens as a new document with a personally addressed letter for each person on the mailing list.

Mail Merge can also be used to create printed envelopes for each individual letter.

Or, the user can create custom mailing labels with Mail Merge, using a variety of label brands, types, and sizes.

Mail Merge is a must for anyone that sends the same information to a variety of people.