Complete the Merge and Print

After you have previewed your document for any errors, the next step will be finishing the merge and combining the letter with the records to create the personalized letter. There are two options used for completing the merge

1. In the Mail Merge Manager go to step 6. Complete Merge and click on either:

  • Merge to Printer button – merges directly to the printer. This option is useful if you don’t need to keep a copy of your merged file

  • Merge to New Document button – merges to a file that can be examined and printed at a later time. This option is useful if you need to keep a copy of your merged file as Word will complete the merge and create a single file with each of the individuals listed one after the other. By doing this, you also have the ability to choose which records will be printed

2. If you choose Print Documents… option, the Merge to Printer dialog box will appear, allowing you to set the desired print settings

NOTE: You need to have the printer setup as well as all the formatting of the document completed before you click OK in the dialog box to the merge process. Whenever this process is started, these records will automatically merge, and cannot be stopped to make changes.