![]() If you're using Excel to build your source document, you simply need to produce a table of all the pertinent information that might be included in this Mail Merge, or a future mailing. ![]() The fields we'll include are Name, Company, Address, City, State and Zip Code - but these specifics aren't essential, so long as you're following the overarching process. Given that it's the most common usage of this technique, our example will centre around placing individual names and addresses on a generic mass mailing. The first step toward a successful Mail Merge is setting up the source document, and ensuring that it's formatted in a way that Word can understand. Name, Address, City, State, and Postal Code. ![]() Mail Merge works by populating specified fields on a document with data from another source, typically a database or spreadsheet. The first thing you do is create an Excel spreadsheet, creating a header for each field such as First Name, Last. ![]() We have used the new Office 2016 for this guide, but the process applies to older versions of Microsoft Word and Excel. Mail Merge is only daunting for the first time, and you can prove that for yourself by working through this walkthrough. Once you're up and running, you'll be using this feature to create everything from customized index cards to a mass mailing at your place of work. ![]()
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