How to save a mail merge template in word
To save a mail merge template in Microsoft Word, follow these steps:
- Open your Word document that contains the mail merge template.
- Click on the "Mailings" tab in the ribbon at the top of the screen.
- 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.
- Click on the "Finish & Merge" button in the "Finish" group, and then select "Edit Individual Documents" to open the mail merge preview.
- 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.
- Once you're satisfied with the merged document, click on the "File" menu and select "Save As" to save the document.
- 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:
- Close the mail merge preview window by clicking on the "Close" button.
- Go back to the "Mailings" tab in the ribbon.
- Click on the "Save as Template" button in the "Start Mail Merge" group.
- 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.