MS Word 2007/8 Mail Merge By Carolynne White Barka Satya
Office 2007/8 Menu Changes • Ribbon Organizes Commands • Set of Tabs • Set of Commands
Mail Merge Concept • Many copies of a document are needed with each one personalized for an individual recipient.
Before You Begin…. • Do you have the content prepared? • Yes > OK; No > Prepare the text • Do you have a list of recipients in a FILE? • Yes > OK; No > Get the file • Excel file • Word table • CSV file • Top line must contain headers • If it needs editing, edit and save
Yes No Recipient File Form Top line must contain headers
Mail Merge Wizard • Select the MAILINGS Tab
Use the Mail Merge Wizard • Select • Start Mail Merge • ChooseStep by Step …
Select Document Type • Letters are the most common merged document
Start from a Template or Current Document • If your current OPEN document can be used or modified slightly for use, select “Use Current Document” • If you have a letter already created that can be used or modified slightly for use, select “Start from existing document” • Otherwise, select “Start from a template”
Select a Merge Template • If you use a template, edit the content before you send it out.
Recipients • Select “Use an existing list” • Click Browse • Locate and open the file contain your data for this merge
More than One List in File? • If necessary select range of spreadsheet that contains the data for this merge.
Mail Merge Recipient Dialog Box • Select recipients with checkbox • Sort, with drop down boxes
Insert Merge Fields • Pick the Date • Add the Address Block • Greeting Line
Address Block • Match Fields if necessary • Select format and contents of AddressBlock
Address Block;Match Fields • Match Fields
Previewing Results • Check the merge “results” with any specific recipient
Complete the Merge • Click NEXT • Print • Edit Individual letters… • Click OK
New Merged Document • Letters1 • Save • Click
Save options • File Format options
Resources • http://helpdesk.ua.edu/training/word/merg07.html