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Mail Merge in MS Word 2007-Example Using Excel Data To Merge To A Letter

This document provides instructions for performing a mail merge in Microsoft Word 2007 using an Excel data file as the recipient list. It outlines the steps to start the mail merge wizard, select a letter document type, choose the Excel data file, insert merge fields into the letter, preview and complete the mail merge, and either print or further edit the individual merged letters. The mail merge wizard guides the user through selecting the recipient list, associating it with the document, and merging the spreadsheet data into personalized letters.

Uploaded by

Abdul Nasir Shaikh
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
56 views

Mail Merge in MS Word 2007-Example Using Excel Data To Merge To A Letter

This document provides instructions for performing a mail merge in Microsoft Word 2007 using an Excel data file as the recipient list. It outlines the steps to start the mail merge wizard, select a letter document type, choose the Excel data file, insert merge fields into the letter, preview and complete the mail merge, and either print or further edit the individual merged letters. The mail merge wizard guides the user through selecting the recipient list, associating it with the document, and merging the spreadsheet data into personalized letters.

Uploaded by

Abdul Nasir Shaikh
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
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Mail Merge in MS Word 2007Example Using Excel Data to Merge to a Letter

Start Mail Merge Wizard


Click Mailings tab on ribbon bar Click the down arrow next to Start Mail Merge Click Step by Step Mail Merge Wizard

Select Type of Document


Click the circle (radio button) next to Letters Click Next: Starting Document

Select the Document Location


Click next to Use the current document Click Next: Select recipients

Select the Recipient List


Click next to Use an existing list Click Browse to locate the file

Select the Excel Data File


Select the data file Sheet 1 Click OK
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Verify the list


Click OK Click Next: write your letter

Note: The list will now be associated with this document.

Create your letter


Begin typing your letter To add a field to be inserted, click on More Items to get a list of the field names from the data file (Excel in this example) Click Next: Preview your letters

Sample Letter with Merge Fields Inserted

Complete the Merge


View another record by clicking on the >> arrows Make changes under the Make Changes section Click Next: Complete the Merge

Edit or Print Letter


Click Print if finished editing the letters Click Edit Individual Letters to edit a specific letterthis allows you to view all of the letters or specific letters to modify

Note: To personalize your letters, click Edit Individual Letters. This will open a NEW document with your merged letters. To make changes to all the letters, switch back to the original document.
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