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10.If you selected Type a new list:
a. Select Create to display the New Address List dialog box.
b. Enter the data for each recipient on a separate line.
c. Select New Entry to create additional recipients.
d. If desired, select Customize Columns to add additional fields.
e. When the list is complete, select OK.
11.If desired, select Edit recipient list to filter or sort the data source, or to exclude recipients
from the merge.
• To perform a one-level sort, select the desired column heading.
• To filter the data, select the drop-down next to a column heading and select the desired filter.
• To exclude a recipient from the merge, uncheck the check box for the recipient.
• Select OK to return to the Mail Merge pane.
12.Select Next: Write your letter.
13.Position the cursor in the document where you would like to insert a merge field.
14.If desired, select Address block to insert an address block from the data source.
a. The Insert Address Block dialog box is displayed.
b. Configure as desired using the available options in the dialog box.
c. If necessary, select Match Fields to link your data source to the predefined field names.
d. Select OK.
15.If desired, select Greeting line to insert a greeting line in the document.
a. The Insert Greeting Line dialog box is displayed.
b. Configure as desired using the available options in the dialog box.
c. If necessary, select Match Fields to link your data source to the predefined field names.
d. Select OK.
16.If an electronic postage application is installed on your computer and you would like to insert
electronic postage, select Electronic postage.
17.If you would like to insert merge fields other than those defined in the other three choices, select
More items to display the Insert Fields dialog box.
a. Select the desired field.
b. Select Insert.
c. Repeat as needed to insert fields.
d. When finished, select OK.
18.Select Next: Preview your letters.
19.In step 5 of the Mail Merge Wizard, if desired, select the Next or Previous buttons to preview
the output for each recipient.
20.If necessary, in the Make changes section, select Edit recipient list to make modifications to
the data source content in the Mail Merge Recipients dialog box.
21.If necessary, in the Make changes section, select Exclude this recipient to exclude the
recipient shown in the preview.
22.Select Next: Complete the merge.
23.If you want to send the merged documents to the printer, select Print. In the Merge to Printer
dialog box, select the records to print and then select OK.
24.If you want to save the individual documents created by the merge, select Edit individual
letters. In the Merge to New Document dialog box, select the records to save to a file and
then select OK. A new document opens as Letter1. Save it with the desired file name.
Perform a Mail Merge Manually
To perform a mail merge manually:
1. Create the document you want to use as the main document.
12 | Word 2013: Mail Merge and Macros
Lesson 1: Using Mail Merge
OTS Training