Preview merge results

Navigate between merge results

  • Click Mailing tab > go to Preview Results group > click Preview Results > click Highlight Merge Fields

  • Notice that variable text inside delimiters reflect with records from the data source. Click Mailing tab > go to Preview Results group > click the next and previous record arrows to visually preview the merge results 

 

 

Look for the result of a particular record

  • Click Mailing tab > go to Preview Results group > click Find Recipient

  • In the Find Entry dialog box, do the following:

    • In the Find field, enter the search term

    • Select This field option > choose the appropriate field from the drop down menu

    • Click Find Next

 

Check mail merge errors

  • Click Mailing tab > go to Preview Results group > click Auto Check for Errors

  • In the Check and Reporting Errors dialog box, select the appropriate option

    • If the data source has just a few hundred records stored locally in Excel or Outlook, you should choose Simulate the merge and report errors in a new document option

    • If the data source is a very large database such as a SQL Server or Access database with thousands of records, you can select Complete the merge without pausing. Report errors in a new document option the simulation might not accurately identify those errors even though you already filtered data sources