To Start the Mail Merge Wizard, from the Mailings tab, click Start Mail Merge and select Step-By-Step Mail Merge Wizard.
To Choose a Document Type, from the Mail Merge pane (to open, see above) select a document type and click Next.
To Select a Document, from the Mail Merge pane, (see above) select whether to use the current document, start a new document from a template, or use another existing file. When you have made your selection, click Next.
To Select Recipients, from the Mail Merge Pane, you can select whether you wish to use an existing list, choose from contacts in your Outlook or type a new list.
** If using an existing list, click Browse, select a file with a list of recipients and click Open. Select the contacts you wish to add by checking or unchecking them with your mouse. Click OK when satisfied.
**If selecting contacts from Outlook, click Choose Contacts Folder. Then, select a contacts folder you wish to import, then click OK. Select the contacts you wish to add by checking the boxes with your mouse. When satisfied, click OK.
** If typing a new list, click Create. When prompted, fill in the fields for each address you wish to send to. When ready, click OK, then click Next.
To Write your Letter, click where you want to add an element. Then, add the elements you want (ex. Address Block, Greeting Line, etc.) by clicking the buttons provided. When satisfied, click OK. If your desired element does not show up, click More Items. There, you can select a specific field and click Insert then Close. When you have added every field you need, click Next.
To Preview your Letter, from the Mail Merge pane, click <<and>> to preview the placeholders filled in with a recipient’s data. When you are finished previewing, click Next.
To Complete the Merge, from the Mail Merge pane, click Print to print the finished mail merged documents, or click Edit Individual Letters to create a new document for (all or some) of the records. When you are satisfied with the merge, Close the Mail Merge Pane.