If you are familiar with the Mail Merge in Office 2003, you will have no problems using the Mail Merge feature in Office 2007 / 2010. Yes, the Wizard of Office 2003 is still available.
Open the Mail Merge form letter if there is one available.
Click Mailings tab on the Word Ribbon
Notice that the Mail Merge function has its own ribbon. Only the first two
buttons will display. After you select the recipients, the following icon will
display, etc. This is still a step by step process; however, it is faster for
the experienced user.
If you want to use the new
Mailings Interface continue here using the new options and icons:
Select the format: for the purposes of this tutorial, we will select Letters
Look through the list, if you do not want some of the names to appear on the merge, remove the check box and the merge will skip these records.
There are new options: Sort, filter, etc. Validate addresses does not work
without downloading a validation program.
Click Address Block Icon
The following dialogue box will display. Notice there are many new features
to make the mail merge easier.
If you have international students, click Insert postal address:
If for some reason an important field is missing, click the Match Fields button and match your data to the correct field.
If you are going to save this mail merge, click the box Remember this
matching for this set of data sources on this computer. The next time you open
this mail merge the fields are automatically saved.
Click Greeting Line Icon
Select the Greeting line Format.
Click Insert Merge Fields Icon
The following dialogue box will display.
Insert as many personalized fields as your letter requires. When you are finished click RED X button to close the dialogue box.
Click the Preview Results Icon
You have buttons to Preview Results of the merge.
Another great feature is the Auto Check for Errors
Click the Finish Icon
Select Print Documents ...
July 05, 2012