Setting Up Your Main Document

  1. Make sure you are in your blank Main Document (the Mail Merge toolbar will be visible).
  2. Type your letter except for the names and addresses.
  3. Place your cursor where you want the first field to be located.
  4. Click on the More Items link in the middle of the Task Pane.

  5. The Insert Merge Field dialog will appear.

  6. Click once on the desired data field.
  7. Click on the Insert button.
  8. The data field will be inserted into your letter.
  9. Click on the Close button.
  10. Repeat the process to insert the remaining data fields throughout the letter.

  11. When you have completed your letter, save it in the same directory as you saved the data source.
  12. Click on the Step 4 of 6 - Next: Preview Your Letters link at the bottom of the Task Pane.

  13. You are now ready to complete your merge.

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