Microsoft Office Mail Merge

Microsoft's Mail Merge Manager tool will save large ammounts of time if you find yourself needing to send out form letters or emails, or if you need to create mailing lables or envelopes to send to multiple recipiants. The following training will go through how to add the names, addresses, or any variable information, to the Microsoft Word Document; as well as how to format the document so that your letters, e-mails, or lables look professional and individualized but are completed in an efficient manner.

Understand Mail Merge

The Mail Merge tool in Microsoft 2010 takes different sources and combines them to make multiple versions of a single document. Mail Merge requires two sources. The first is the document in Microsoft Word, such as a letter, which contains the information that will be the same for each version, as well as the instructions of where to place the variable data. The second file is the data source that contains the variable information to be inserted into the first Word document.

1. Main document: A Word document that contains the body of the form letter, or the formatting for mailing labels or envelops. This information appears on each form letter, label, or envelope.

2. Data source: The information that Word merges into the main document. The data source can be a Word document, Excel sheet, Office Address Book, a table made in Word, or FileMaker Pro database.

3. Merged document: The document that contains the combined information from the main document and the data source.