Completing the Merge

  1. After clicking on the Step 4 of 6 - Next: Preview Your Letters link, your letters will appear with all of the address information inserted.

  2. Using the buttons to the right and left of the Recipient field, scroll through the results to check your merged letters for any necessary edits.
  3. You can also search for recipients, edit your recipient list and/or exclude recipients at this stage.
  4. When you are satisfied with the results, click on the Step 5 of 6 - Next: Complete the Merge link at the bottom of the Task Pane.
  5. The Complete the Merge Task Pane option will appear.

  6. You can print the merged document or edit individual letters from within the Task Pane.
  7. After printing, you can close the newly merged letters without saving (you have saved the data source and the letter, remember?)
  8. Now, whenever you open your saved letter, the Mail Merge toolbar will appear.

  9. Make any desired changes to the letter or the edit the data source.
  10. Click on the Merge to New Document icon in the Mail Merge toolbar to merge the letter with the data.

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