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How to mail merge and create separate documents

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Final answer:

Mail merge involves using a document template in Microsoft Word and a data source like an Excel spreadsheet. After setting up the merge fields, you use the 'Finish & Merge' function to create separate documents for each data entry.

Step-by-step explanation:

To mail merge and create separate documents, you typically use Microsoft Word in tandem with Excel or another database that stores the information you want to merge. First, prepare your main document in Word, which will serve as the template, and your data source, which could be an Excel spreadsheet containing the information to be merged into the document.

Next, in Word, go to the Mailings tab and select Start Mail Merge, choosing the type of document you are merging. Then select Select Recipients to use an existing list, which will be your Excel file. Insert merge fields into your document where you want personalized information to appear. Once your fields are in place, choose Finish & Merge, then select Edit Individual Documents to generate separate documents for each record in your data source.

You'll then have the option to print all the records or select a range. After confirming, Word will create a new document with pages for each record that you can save separately if desired. This is very useful for generating personalized letters, labels, or emails in bulk.

User Marc Climent
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