How finish and merge in mailings in word 365 work

In Microsoft Word 365, "Finish and Merge" is a feature that allows you to merge a document with a data source, such as a database or a CSV file, and then save the merged documents as separate files. Here's a step-by-step guide on how to use this feature:

Prerequisites:

  1. You need to have a data source set up, such as a database or a CSV file, that contains the information you want to merge into your document.
  2. Your document should be set up with merge fields, which are placeholders that will be replaced with data from your data source.

Step 1: Set up your data source

  1. Open your document in Word 365.
  2. Go to the "Mailings" tab in the ribbon.
  3. Click on "Select Recipients" and choose your data source from the drop-down menu. For example, you can choose "Use an existing list" and select a CSV file or a database connection.
  4. Click "OK" to select your data source.

Step 2: Set up your merge fields

  1. Open your document in Word 365.
  2. Go to the "Mailings" tab in the ribbon.
  3. Click on "Insert Merge Field" to insert a merge field into your document.
  4. Choose the field you want to insert from the drop-down menu. For example, you can choose "First Name" or "Last Name".
  5. Click "OK" to insert the merge field.

Step 3: Finish and Merge

  1. Go to the "Mailings" tab in the ribbon.
  2. Click on "Finish & Merge" in the "Create" group.
  3. Choose "Edit Individual Documents" from the drop-down menu.
  4. Click "OK" to start the merge process.

What happens during the merge process:

  1. Word 365 will replace the merge fields in your document with the corresponding data from your data source.
  2. The merged documents will be saved as separate files in the location you specify.
  3. You can choose to save the merged documents as individual files or as a single file with multiple pages.

Tips and Variations: