What Is Mail Merge How Do I Perform A Mail Merge

  • 1 Feb, 2012

    Mail Merge is used to create form letters, mailing labels, or envelopes. One document is the Data Document, which contains all of the names, addresses, or other variable information. This data is merged with the Main Document, resulting in a third document, which has as many sections as there are records in the Data Document.Click here to download a Word document that includes a simple Mail Merge exercise using the Word 2000 Mail Merge Helper.Note: Mail Merge in Word XP (2002) and Word 2003 has some important changes and new features. The most obvious include the new Mail Merge Wizard and a different method of data exchange, which affects the formatting of the fields in the merged document. Some helpful information on restoring the Mail Merge Helper and using the Word 2000 data exchange method appear at the end of this section, but if you are using Word 2003, you should read through all of the online Help topics on Mail Merge.To create a set of merge documents, choose Mail Merge from the Tools menu (Word XP/2003 users: choose Letters and Mailings from the Tools menu first). This will start the Mail Merge Helper, which will guide you through the three-step process: 1. Create the Main Document (Form Letter, Mailing Label, or Envelope). 2. Specify a Data Source (create from scratch or use an existing document, which is usually a Word table or an Excel spreadsheet). 3. Merge the Data Source with the Main Document.Note: Merge Documents is a command on the Tools menu that allows you to merge comments and changes from several reviewers into one document. This command is related to the Track Changes feature and has nothing to do with Mail Merge.Note: Word XP and Word 2003 use a new feature called the Mail Merge Wizard to guide you through the merge process. If you want to try the Mail Merge Wizard in Word XP/2003, choose Mail Merge Wizard from the Letters and Mailings menu. The directions appear in the task pane on the right side of the screen. If you prefer the Word 2000 Mail Merge Helper, you can be add it to the Word XP/2003 Tools menu using the Customize feature.

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