- #How to do a mail merge in word with labels how to#
- #How to do a mail merge in word with labels free#
The New Address List form allows you to easily provide recipient information and includes all of the fields you would expect, including first name, last name, address information, e-mail address and phone numbers. Click the Create option to build your list using the resulting New Address List window.įigure D You can type recipient information right into the form. If you select the "Type a new list" option, as shown in Figure C, Word also provides you with a "Create" option so that you can actually provide your data list. Figure C Mail merge step 3: Choose (or provide) your recipients
#How to do a mail merge in word with labels how to#
In my next article, I will show you how to use Excel, Access, and Outlook as data sources. To keep things simple for now, I'm going to type a new list. Supported data sources include Excel spreadsheets, Access databases, SQL Server databases and, if you have the appropriate support, you can probably even directly use your company's customer relationship management system or ERP system. Finally, you can use just about any other data source that has the names and addresses of the people to whom you want to send your letter. You can also use your Outlook address book if you like. Or, you can type in a new list of recipients. You can use an existing list you created for an old mail merge. Word's mail merge feature lets you use a wide variety of data sources. In this step, you need to decide to which recipients you want to send the form letter. In the previous step, you chose what document to use as a form letter.
You will be able to modify your letter in Step 4 of the wizard. Notice that the wizard also allows you to go back to the previous step if you need to. Once you've decided on the document that gets the honor of being the starting document, click the "Next: Select recipients" option. Figure B Mail merge step 2: Choose the starting document. I'm going to use the blank document I have on the screen as the starting document. The starting document is the document that will ultimately contain the base form letter. The terms are interchangeable, although other Word features also use the term "master document", so be sure to keep things straight.
This starting document is often referred to as the "master document" as well. You can also use any document template on your computer, or on Office Online, Microsoft's Web repository which contains hundreds of templates available for download. Or, if you want to start from scratch, you can use the current document (which, for me, is a blank document) and type your letter. Step 2: Select starting documentĪny document you've created can be converted into a form letter. When you've made your selection, click "Next: Starting Document". For this example, I'll be creating a simple form letter and, so, will choose the Letters option from the selection.
#How to do a mail merge in word with labels free#
Figure A Mail merge step 1: Determine your document typeįeel free to experiment with the different document types. With a little imagination, these choices let you create just about any kind of document or communication you would need. Word's mail merge can be used to create form letters, e-mail messages, envelopes, labels, or directories.
In the sidebar area, Word opens a Mail Merge helper that provides you with a wizard-like interface that walks you through the process. To get started, open a new document in Word and, from the menu bar, choose Tools | Letters, and Mailings | Mail Merge. Let's jump right in to creating a form letter so you can see how much time you could save with Word's mail merge. The version used throughout this tutorial is Word 2003. In my next article, I will show you how to integrate Word with Excel or Access, allowing you to create form letters, labels, birthday cards (anything you can imagine, really) using existing information. blog entry, you'll learn how to create simple form letters using lists of names in Word.
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