Create a Directory
You can use the Directory Merge feature to create a directory of names and addresses, a parts catalog or an inventory sheet and so on. This feature allows you to take any information out of a data source and put it in Microsoft Word.
1. Open a blank Word document
2. In the Mail Merge Manager, under step 1. Select document Type > click Create New > select Catalog
3. Under step 2. Select Recipients List select what data source you want to connect to (see Choose or Create a Data Source for more information)
Present the Records in a Table
1. Click on the Tables tab > go to Table Options group > click New > choose the size of the sixe of the table (1 row x n columns)
2. Under step 3. Insert Placeholders, select the placeholders you want to insert for the table and drag them into the cells
3. Go to step 5. Preview Results and click on the View Merged Data button to preview what one record will look like
Insert Heading Row for the Directory
1. Double click on the top or bottom of the page to open the Header
2. Click on the Tables tab > go to Table Options group > click New > choose the size of the table (1 row x n columns)
3. Adjust the size of the column to match with the table below
4. Enter the heading text in the cells > apply any formatting to the header if desired > click on the Close X button to close the header
Merge the Directory
1. In the Mail Merge Manager under step 6. Complete Merge, click on Merge to New Document button
2. The new document will open with all the records generated in the directory table
