If you don’t have an appropriate recipient list and want to create one, select this option. Mail merge I: Use mail merge for mass mailingsĬonnect to the recipient list In Step 3, you connect to the recipient list that you want to merge into your documents. Then, click Choose Contacts Folder to locate and open the correct contacts list. If you want to use your Outlook contacts list as your recipient list, select this option. Then, click Browse in the wizard to locate and open that file. If you already have a recipient list that contains the information you want to merge, select this option. If you have a previously saved envelope that you want to use for the mail merge, but your screen currently has a blank document open, select this option to replace the blank document with your envelope. You selected envelopes, which has these options. Set up the main document The options in the wizard vary according to the type of document selected in the first step. Mail merge I: Use mail merge for mass mailings Click Envelopeoptions and choose the envelope size and other options you want, and then the envelope document replaces the blank document. You want to change the open blank document to an envelope document. This option is selected because a blank document was open when you started the wizard. Or you may want to create a directory to store listings of data, such as customer names and addresses, product information, and personnel contact data. You may be sending a direct mail letter, or an e-mail message, or perhaps you want to start with envelopes and labels. Set up the main document The second step in the wizard is to set up the starting document. Follow the prompts and click Next at the bottom of the pane to step through the wizard (or Previous if you need to go back to an earlier step).

The wizard opens on the right of the window in a task pane. Open the Mail Merge Wizard To perform a mail merge, click Start Mail Merge on the Mailings tab, and then click Step by Step Mail Merge Wizard, as shown here. At the end of this lesson you will learn about another way to perform a mail merge. Perform a complete mail merge Now you’ll walk through the process of performing a mail merge by using the Mail Merge Wizard.

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