Mail Merge-Letter and Document Creation

Part A

Open Excel, type the headers you will use such as Last name, First name, Street Address, City, State, and Zip Code.  Type the information in each cell, see example below:

Save in your folder, for example this is Drama Students addresses, create a folder called Drama, and save it as DramaStudentsAddresses, then close.

Part B

Open Word, type your letter, when you get to the individuals information click mailings, Select Recipients, my existing Mailing list.

Locate your addresses in your Drama Folder and click on the file called DramaStudentsAddresses.

Click OK

Click Insert merge field, the click the field you want to enter.

Save your document, as DramaIntroLetterTemplate

Part C

Merge your document.

 

Click Finish & Merge, click edit individual documents.

Click Ok for all, or click current or you can select which recipients. 

Now you have two letters, the more addresses you have the more letters you will have.

You can either save, but if you save, name it specific to the folder and the letter.  Remember you save a template to use later for another letter or you can save them all different.  That is up to you.

 

 

Part D

Merge your document if you are creating envelopes.

I find the best way to create envelopes instead of using the wizard for such, just create a document, go to page set up and set your margins and page layout to the size of you document and then create them as a word document.  When you print them you will put envelopes in your printer instead of paper.