How to Merge a Letter Using Word

How to Merge a Letter Using Word

This document will walk you through running a mail merge within Word. It is important to understand that the merge fields within the letter may not match the column headers within your source spreadsheet. You can change the names of the column headers to match the names of the merge fields if you wish, that will make this process easier.

  1. Open the letter template that you need to merge.
  2. Remove the TodayDate field and replace it with the date that the letter will be using. If this is a multipage letter, you will need to replace the LetterDate merge field within the header as well.
  3. Click on the Mailings tab and then choose Select Recipients>Use an Existing List.
  4. Browse to the spreadsheet containing the data that will be merged. Select it and click Open.
  5. On the small pop-up window, it will confirm which sheet within the file you want to use. If it has only one sheet, just click OK.
  6. If you did not update the names of the column headers in your spreadsheet, you will need to replace the merge fields now.
    1. Delete the AddressName merge field.
    2. Click on the Mailings Tab and choose Insert Merge Field.
    3. Select the merge field that contains the name you want to use in the address block.
    4. Repeat steps a-c for all following merge fields.
  7. Click on Preview Results, this will pull in the information from the spreadsheet that will replace the merge fields.
  8. Sometimes you may get pop-up windows of invalid merge fields where you can either remove the field, or replace it with another one from the source.
  9. Once all merge fields are pulling in data, click on Finish & Merge and then select the option to Print.
  10. Follow the prompts from there to send your document to the appropriate printer.

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