MS-Word / General Formatting

Completing the Mail Merge Operation

When you are ready, you can either send the merged documents directly to the printer or you can merge them one after the other into a new document, separated by page breaks. If you merge to a new document, you have another chance to review and, if necessary, edit the merged documents before sending them to the printer.

To execute a manual mail merge operation to a new document
  1. On the Mailings tab, in the Finish group, click the Finish & Merge button, and then click Edit Individual Documents.
  2. In the Merge to New Document dialog box, specify the records that you want to include in the merge document, and then click OK.
To execute a mail merge operation to a new document from the Mail Merge wizard
  1. In the Mail Merge task pane, display the Complete the merge page.
  2. In the Mail Merge task pane, click Edit individual letters.
    Tip The Edit link reflects the type of mail merge document you're working with.
  3. In the Merge to New Document dialog box, click All, and then click OK.
To execute a manual mail merge operation to an email message
  1. On the Mailings tab, in the Finish group, click the Finish & Merge button, and then click Send E-mail Messages.
  2. In the Merge to E-mail dialog box, do the following, and then click OK:
    • In the Message options area, ensure that the correct field appears in the To list, enter the message subject in the Subject line box, and choose the message format you want from the Mail format list.
    • In the Send records area, indicate the records to which you want to send the email message.
To execute a mail merge operation to an email message from the Mail Merge wizard
  1. In the Mail Merge task pane, display the Complete the merge page.
  2. In the Merge section of the Mail Merge task pane, click Electronic mail.
  3. In the Merge to E-mail dialog box, enter the subject of the email message in the Subject line box, and then click OK.
To execute a mail merge operation to a printer from the Mail Merge wizard
  1. In the Mail Merge task pane, display the Complete the merge page.
  2. In the Mail Merge task pane, click Print.
  3. In the Merge to Printer dialog box, specify the range of records you want to merge to the printer, and then click OK.
  4. In the Print dialog box, select the printer you want to use, and then click OK.
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