How to save a mail merge template in word

To save a mail merge template in Microsoft Word, follow these steps:

  1. Open your Word document that contains the mail merge template.
  2. Click on the "Mailings" tab in the ribbon at the top of the screen.
  3. Click on the "Select Recipients" button in the "Start Mail Merge" group, and then select "Use an Existing List" or "Type New List" to select your recipient list.
  4. Click on the "Finish & Merge" button in the "Finish" group, and then select "Edit Individual Documents" to open the mail merge preview.
  5. In the preview window, you can edit the merged document as needed. Make any changes you want to the document, such as updating the recipient information or adding additional text.
  6. Once you're satisfied with the merged document, click on the "File" menu and select "Save As" to save the document.
  7. In the "Save As" dialog box, select a location to save the file and enter a file name. Make sure to select the "Word Document" file type (.docx) and click "Save".

To save the mail merge template itself, follow these additional steps:

  1. Close the mail merge preview window by clicking on the "Close" button.
  2. Go back to the "Mailings" tab in the ribbon.
  3. Click on the "Save as Template" button in the "Start Mail Merge" group.
  4. In the "Save as Template" dialog box, select a location to save the template and enter a file name. Make sure to select the "Word Template" file type (.dotx) and click "Save".

The mail merge template will be saved as a separate file, which you can reuse in the future by opening it and selecting "Mailings" > "Start Mail Merge" > "Use an Existing Template" to select the saved template.

Note: If you're using an older version of Word, the steps may be slightly different. Additionally, if you're using a cloud-based version of Word, such as Microsoft Word Online, you may not have the option to save a mail merge template.