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Perform a Directory Merge
- Open a new, blank document or open the document that you want to use for the mail merge.
- On the Mailings tab, click Start
Mail Merge and select Directory.
- Click Select Recipients and select the
desired option. (If you're using an Excel file for your data
file, then select Use Existing List.)
- Select or create the data file that you want to use for the email merge.
- If desired, click Edit Recipient List to
review, sort, or exclude data records.
- Click in the document where you want to insert the first merge field.
- Click Insert Merge Field and select the
desired merge field.
- Repeat step 7 for each merge field that you want to insert.
- When you're finished inserting merge fields, press the Enter key twice to insert two blank lines.
- When you're finished inserting merge fields, click Preview Results
to make sure the data looks correct.
Note: Use the Next Record and Previous Record buttons to scroll through the data records. - When you're finished previewing, click Preview Results again to display the merge fields.
- Click Finish & Merge and select
Edit Individual Documents.
- Click OK.
- If desired, save and close the merged document and the main document.