

The "Mail Recipients" dialog box will be displayed Select the sheet containing your data and specify whether the first row of data contains column headers by placing a check mark in the box "First row of data contains column headers. The "Select Table" dialog box will be displayed.If you are using an Excel File, locate the file and select Open.

If you select this option, click the Browse link to locate your existing data source containing your recipient information. The recipient list does not have to be the exact same, but you will be happy that you made the modifications as you progress through the steps. If you have a heading that is not found in the template, do not replace heading labels instead add a new column heading. The existing list should have headings and the headings should be the same as Microsoft Mailings Recipient List expects. You can use an existing list in Word, Excel, Access, your outlook contacts, or you can type a new list. Within this window, you will specify the source of your recipient list. If you select this option, click the Open button within the task pane to browse and locate the document you wish to use as your main document.Īfter specifying the document you wish to use, click the Next: Select recipient's link at the bottom of the task pane. If you select this option, click on the Select Template link within the task pane to open the template dialog box and select the template you wish to use for your letter.

(If a blank document is open, you can created the body of the letter at a later point.) If you select this option, your letter will be based on the document currently open. You have the following options when creating your merged letter. Specify how you want to set up the letters. Click the Next: Starting Document link at the bottom of the task pane that opens and appears on the right. Select Letters to create a basic letter mail merge.

To begin the mail merge process in Word 2010 you may manually work your way through the process or you can use the Wizard until you become familiar with the steps. The Data Source containing recipient information.The mail merge process contains these main components: you can create your own data records directly in Word, or you can use records from Microsoft Excel, Access, or Outlook. The Mail merge process allows you to merge a list of data records with a letter, an e-mail message, address labels, envelopes, or directories.
