Chapter 10. Mail Merge

In This Chapter

Attaching a data source to a data document

Editing data

Assembling a data document

Merging to a printer

Using the Mail Merge Wizard

Let’s face it. The term mail merge is entirely too narrow to fully reflect the range of what can be done using Word’s “mail merge” features.

Setting up a mail merge or data document involves a number of steps, some of which must be done before others can happen:

  1. Set the document type: letter, e-mail, envelope, labels, and directory.

  2. Associate a data source with the document: new, Outlook contact, or some other source.

  3. Design your data document by combining ordinary document features with Word merge fields.

  4. Preview the finished document by testing to see how it looks with different data records.

  5. Finish the process by merging the data document with the data source, creating a printed result, a saved document, or an e-mailed document.

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