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The Word 2013 Mail Merge Process

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Updated:  
2016-03-27 11:48:53
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From The Book:  
Word 2010 For Dummies
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You can use information from the Outlook program, also a part of Microsoft Office, to work as a recipient list for a mail merge in Word. This trick works best, however, when you’re in a computer environment that features Microsoft Exchange Server. Otherwise, making Outlook and Word cooperate with each other can be a frustrating endeavor.

The typical mail merge involves five steps:

Build the main document.

Build the main document.

You can create several types of mail merge documents:

Letter: The traditional mail merge document is a letter, which is simply a document in Word.

E-Mail Messages: Word can produce customized e-mail messages, which are sent electronically rather than printed.

Envelopes: You can use mail merge to create a batch of customized envelopes, each printed with its own address.

Labels: Word lets you print sheets of labels, each of which is customized with specific information from the mail merge.

Directory: A directory is a list of information, such as a catalog or an address book.

Decide which fields are needed for the main document.

You need to know what kind of information is necessary for the recipient list before you create it.

Create the recipient list — the data for the mail merge.

Create the recipient list — the data for the mail merge.

The recipient list is a database, consisting of rows and columns. Each column is a field, a fill-in-the-blanks part of the document. Each row is a record in the database, representing a person who receives their own, custom copy of the document.

Insert fields specified in the recipient list into the main document.

Insert fields specified in the recipient list into the main document.

The fields are placeholders for information from the recipient list.

Merge the information from the recipient list into the main document.

The final mail merge process creates the customized documents. They can then be saved, printed, e-mailed, or dealt with however you like.

You can also use the Word Mail Merge Wizard to help you work each mail merge step.

About This Article

This article is from the book: 

About the book author:

Dan Gookin has been writing about technology for 20 years. He has contributed articles to numerous high-tech magazines and written more than 90 books about personal computing technology, many of them accurate.
He combines his love of writing with his interest in technology to create books that are informative and entertaining, but not boring. Having sold more than 14 million titles translated into more than 30 languages, Dan can attest that his method of crafting computer tomes does seem to work.
Perhaps Dan’s most famous title is the original DOS For Dummies, published in 1991. It became the world’s fastest-selling computer book, at one time moving more copies per week than the New York Times number-one best seller (although, because it’s a reference book, it could not be listed on the NYT best seller list). That book spawned the entire line of For Dummies books, which remains a publishing phenomenon to this day.
Dan’s most recent titles include PCs For Dummies, 9th Edition; Buying a Computer For Dummies, 2005 Edition; Troubleshooting Your PC For Dummies; Dan Gookin’s Naked Windows XP; and Dan Gookin’s Naked Office. He publishes a free weekly computer newsletter, “Weekly Wambooli Salad,” and also maintains the vast and helpful Web site www.wambooli.com.