The different options used under the merge group are:
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Summary
This article discusses the mail merge feature in Microsoft Office Word 2003, Word 2007, and Word 2010.
More Information
A mail merge is used to create form letters, mailing labels, envelopes, directories, and mass e-mail message and fax distributions. There are three documents that are involved in the mail merge process: the main document, the data source, and the merged document. To complete the basic mail merge process, you must do the following:
Open or create a main document.
Main document: In a mail-merge operation in Word, this is the document that contains the text and graphics that are the same for each version of the merged document, such as the return address or the salutation in a form letter.
Open or create a data source with individual recipient information.
Data source: This is the file that contains the information to be merged in a document. For example, the list of names and addresses that you want to use in a mail merge. You must connect to the data source before you can use the information in it for the mail merge process.
Add or customize merge fields in the main document.
Merge field: This is a placeholder that you insert in the main document. For example, insert the City merge field to have Word insert a city name, such as "Paris," that is stored in the
City data field.
Merge data from the data source in the main document to create a new, merged document.
Merged document: This is the resulting document that you receive when you merge your mail-merge main document with your address list. The resulting document can be the printed result or a new Word document that contains the merge results.
Word makes mail merge easy by using a wizard that guides you through all the steps. If you prefer to work outside the wizard, you can use the Mail Merge toolbar. Either way, the result is that each row (or record) in the data source produces an individual form letter, mailing label, envelope, or directory item.
You can also use mail merge to create any type of document that maps fields to data, not just mailings or directories. For example, if your videotape collection is listed in a spreadsheet, you can use the Labels option to create videotape labels.
Q1: Can a mail merge be performed the same way that it was in earlier versions of Microsoft Word?
A1: Mail merge has the same functionality as earlier versions of Word. Use one of the following methods to use mail merge in Word:
Use the Mail Merge toolbar.
In Word 2003, point to Toolbars
on the View menu, and then click Mail Merge to display the Mail Merge toolbar.
In Word 2007 or Word 2010, the mail merge toolbar is in the Mailings tab, and includes the Start Mail Merge group, the Write and Insert Fields group, the Preview Results group and the Finish group.
Note The options on the Mail Merge toolbar offer similar functions as the earlier versions of Word.
Use the Mail Merge Helper.
To make it easy to use, add the Mail Merge Helper command to the
Letters and Mailings submenu of the Tools
menu in Word 2003, follow these steps:
On the Tools menu, click
Customize.
Click the Commands tab.
In the Categories list, click
All Commands.
In the Commands list, click
Mail Merge Helper.
Drag the Mail Merge Helper command to the Letters and Mailings submenu on the Tools
menu.
Note When you rest the pointer over the Letters and Mailings
submenu, you will see a horizontal black bar. This bar indicates the location where the command will appear on the Tools menu when you release the mouse button.
In the Customize dialog box, click
Close.
To add the Mail Merge Helper command in the Quick Access Toolbar in Word 2007, follow these steps:
Click the Microsoft Office Button, and then click Word Options.
Click Customize.
Click All Commands in the Choose commands from, and then click Mail Merger Helper in the Choose commands from list.
Click Add, and then OK.