Creating a Mail Merge Letter

LO5 :: To be able to select and present information in the development of the solution to meet an identified need
Dividing Line


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Information

To create a mail merge letter, click on the Mailings tab and then Start Mail Mail Merge.  From the drop-down list click on Step-by-Step Mail Merge Wizard.

  Word Processing


Select the type of document you want to create.  In this tutorial, you are going to create a letter.  Click Next: Start Document Word Processingto go to the next step.

Word Processing


Information

Select the starting document. In this tutorial you will Use the Current Document.

Word Processing


Now you need to type the text of your letter into the document.

Word Processing


When you have typed in the letter text, click on Next : Select Recipients Word Processing.


Information

It is now time to link your letter to the list of names and addresses.  You have probably already created your list of names and addresses.  If you still need to do this, click on the button below to find out how to create your list.

Next  Creating a Data Source List


Click on Browse Word Processing  to locate your list of names and addresses.

Find the list of names and addresses and click Open.

Word Processing


If you have created your list in a spreadsheet or database, you will need to select which part of the spreadsheet or database file contains the list of names and addressed.  Select the correct list and then click OK OK.

Word Processing


Check the list of names and addresses to make sure they are correct and click OK Word Processing.

Word Procerssing


Click on Next : Write Your Letter Word Processing.


Word Processing

Now you can add the fields from your list into your letter.

Click to place your cursor where you want to add the recipients first name.

Word Processing


On the right of your screen, click on More Items Word Processing.

Select the first name field and click Insert Word Processing.

Word Processing


Click Cancel Word Processing and then place the cursor where you want the surname field to go.  Click on More Items Word Processing again and add the surname field.

Repeat these steps to add the recipients name and address at the top of the letter as well.

Word Processing


When you have added all the fields, click on Next : Preview Your letters Word Processing.


Information

The names and addresses will automatically be added to your letter.

Word Processing


You can use the navigation buttons Word Processing to see each letter in turn.

Click on Next : Complete the Merge Word Processing to create your letters.

Click on Edit Individual Letters Word Processing to compete your mail merge.

You will need to save your letters using an appropriate file name.

Word Processing


Video

Watch this video tutorial on creating a mail merge letter.



DoIT

Now have a go at completing this practical activity.


PracticeIT  Mail Merge

Word Processing  Names and Addresses

PrintIT  Print out this Page

Next  Mail Merge Rules


Last modified: Wednesday, 1 July 2020, 12:26 PM