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Advanced Word 97 - MailMerge It Together

SUMMARY OF MAIL MERGE STEPS

Step 1 - THE FORM

The Form letter remains in your files.  When you create a form letter to be used with Mail Merge, remember that you must attach a Data Source through Mail Merge before you can add the Merge Fields.

 

<<Date>>

«FirstName» «LastName»

«Address1»

«City», «State» «PostalCode»

 

Dear «FirstName»:

Congratulations, you made the Deans' List! Keep up the good work! See you next semester.

Sincerely,

Ima Fan, Dean

Step 2 - The Data Base

Once you've created the Data Source Form in Mail Merge, you then add your data to create Records.  A Data Source can also be created in Excel as a spreadsheet, which is much better suited when a large data base is needed.  When using Excel as a Data Base, you will edit records to the spreadsheet itself rather than editing through Mail Merge.  For a more detailed Data Base needing relational records, use Access.   Like Excel, you would edit your records directly in Access rather than editing through Mail Merge.  Regardless of what software program you use to create your Data Base, you can attach it to your form letter using Mail Merge.

Step 3 - The Finished Product

Once you've created your form letter with Merge Fields inserted in the right places, and you've attached a Data Source to that form letter using Mail Merge, you're ready to combine the two to form a new merged document.  After reviewing each letter for errors, print them to be signed and mailed.  There is no need to save the merged letters to your computer files, as they can be easily recreated.

Direct questions regarding this site to the University of North Texas Computing Center Helpdesk. We can be reached by e-mail at helpdesk@unt.edu , or by phone at 940.565.2324.   Hours:  Sunday 1pm-midnight, Monday-Thursday 8am-midnight, Friday 8am-8pm, Saturday 9am-5pm.

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