To add and format merge fields, select the Insert Merge Field option and click the Drag fields into this box or type text option. Select the data source and click the File option followed by the Save option. To link your mailing list to the email message, click the Select Recipients option. Type the email message that you need to send. On the Word Document application, go to the Mailings tab and select the Start Mail Merge option followed by the Email Messages option. If you need this mail merge for later use, save it. Finally, click the File option followed by the Print option. Navigate to the Mailings tab and select the Finish & Merge option followed by the Print Documents option. Once done, print the letter as per the simple instructions mentioned below. To preview the letter, click the Preview Results option. Choose the fields that you want to add and then click the OK option. To add any personalized content to the letter, click the Mailings tab and choose the Insert Merge Field option. Once done with editing, click the OK option to close the Edit List Entries dialog box. If you want to edit the recipient details, go to the Mailings tab and select the Edit Recipient List option. Enter the body of the letter that you need to send. Click the Mailings tab, select the Start Mail Merge option, and choose the Letters option. HOW TO DO MAIL MERGE IN WORD MAC MAC
Go to the main interface of the Word Document application on the Mac computer.University of Wisconsin-Eau Claire 105 Garfield Avenue P.O.
Make any desired changes in the new document. The merged letters appear in a new, unsaved document.Įach letter is separated by a section break. To save the merged letters as a separate file, from the Data Merge Manager, in the Merge section,. To print the letters, from the Mail Merge Manager, in the Complete Merge section,. NOTE: For more information on editing the recipients' information, refer to Working with the Data Source. To preview your merged document, from the Mail Merge Manager, in the Preview Results section, click VIEW MERGED DATAĪ preview of your first recipient appears. In the Insert Placeholders section, select the More tab. To insert conditional statements from the Mail Merge Manager,. In the Insert Placeholders section, select the Contacts tabĬlick and drag a field to the desired location in your document. To insert merge fields from the Mail Merge Manager,. If you have not already done so, write your letter If your Excel workbook has multiple worksheets, from the Open Document in Workbook pull-down menu, select the worksheet containing your data Locate and select the Excel workbook you will use for your list The Choose a Data file dialog box appears. In the Select Recipients List section, from the Get List pull-down menu, select Open Data Source. 
In the Select Document Type section, from the Create New pull-down menu, select Form Letters
Navigating to your Excel data document is similar to selecting a Word data document.įrom the Tools menu, select Mail Merge Manager WARNING: The field names of your Excel database must begin in the upper-left corner of your worksheet, cell A1 (the first row and column). These instructions assume that you have an understanding of the Word mail merge process. This means that you will not have to duplicate information you already have in your Excel database to perform a mail merge. In addition to the features and functions of Excel that make your database useful, you can also use the database to merge information into Word for large mailings. This article is based on legacy software. (Archives) Microsoft Word 2007: Mail Merge: Using an Excel Database for Mail Merge Mac
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