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Perform an Envelope Merge

  1. Open a new, blank document.
  2. On the Mailings tab, click Start Mail Merge and select Envelopes.

    Start Mail Merge
  3. Specify the envelope options and then click OK.
  4. If necessary, enter the return address on the envelope. (If you're using envelopes with a pre-printed return address, then skip this step.)
  5. 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 Recipients
  6. Select or create the data file that you want to use for the envelope merge.
  7. If desired, click Edit Recipient List to review, sort, or exclude data records.

    Edit Recipient List
  8. Click in the lower middle part of the envelope in the recipientís address area.

    Delivery Address Area
  9. Click the Insert Merge Field down arrow and select the desired merge field.

    Insert Merge Field
  10. Repeat step 9 for each merge field that you want to insert.
  11. When you're finished inserting merge fields, click Preview Results to make sure the data looks correct.

    Preview Results
    Note: Use the Next Record Next Record Button and Previous Record Previous Record Button buttons to scroll through the data records.
  12. When you're finished previewing, click Preview Results again to display the merge fields.
  13. Click Finish & Merge and select Edit Individual Documents.

    Finish & Merge
  14. Click OK.
  15. If desired, save and close the merged document and the main document.