Create a Simple Letter

1.  Open a new Microsoft Word Document

2.  Type the letter you want to send recipients

3.  Go through the letter an determine what parts of the letter will stay the same for all recipients and what parts are variable depending on the recipient

  • It may help you to use Highlight Tool to highlight those areas

4. When you have finished writing the letter you want to send, go to the Tools menu and click on Mail Merge Manager


5. The Mail Merge Manager will open

6. To turn the letter into the main document that you will merge the variable information into, do the following:

  • Under step 1. Select Document Type > click on Create New > select Form Letters

  • This document will now become the main document for a form letter. Each time you open this document the Mail Merge Manager will open automatically

7. To revert the document to a normal document do the following:

  • Under step 1. Select Document Type > click on Create New > select Restore to Normal Word Document

8. It is a good idea to save this document with a new name that reminds you that it is a mail merge letter, such as adding the word merge in the front of the name