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Perform a Letter Merge

  1. Open a new, blank document or open the document that you want to use for the mail merge.
  2. On the Mailings tab, click Start Mail Merge and select Letters.

    Start Mail Merge
  3. 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 Recpieints
  4. Select or create the data file that you want to use for the letter merge.
  5. If desired, click Edit Recipient List to review, sort, or exclude data records.

    Edit Recipient List
  6. Click in the document where you want to insert the first merge field.
  7. Click the Insert Merge Field down arrow and select the desired merge field.

    Insert Merge Field
  8. Repeat step 7 for each merge field that you want to insert.
  9. 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.
  10. When you're finished previewing, click Preview Results again to display the merge fields.
  11. Click Finish & Merge and select Edit Individual Documents.

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