How to save individual letters from a mail merge

When using a mail merge, you often need to save individual letters or documents for each recipient. Here are a few ways to do so:

Method 1: Save each letter as a separate file

1. In your mail merge document, go to the "File" menu and select "Save As."
2. Choose a location to save the files, such as a folder on your computer or a network drive.
3. In the "File name" field, you can use a combination of the recipient's information and a static text, such as "Letter_{{RecipientName}}.docx."
4. Click "Save" to save each letter as a separate file.

Method 2: Use a mail merge template with a unique file name

1. Create a mail merge template with a unique file name field, such as "Letter_{{RecipientName}}.docx."
2. In your mail merge document, go to the "Mailings" tab and select "Edit Recipient List."
3. In the "Edit Recipient List" dialog box, select the "File" tab and choose "Save as type" to "Word Document."
4. Click "OK" to save each letter as a separate file.

Method 3: Use a mail merge add-in or third-party software

There are several add-ins and third-party software available that can help you save individual letters from a mail merge. Some popular options include:

• Mail Merge Toolkit (for Microsoft Word)
• Advanced Mail Merge (for Microsoft Word)
• Mail Merge Pro (for Microsoft Word)
• DocRpt (for Microsoft Word and Excel)

These tools often provide additional features and functionality to help you manage your mail merge process, including the ability to save individual letters as separate files.

Tips and Variations

• To save letters in a specific format, such as PDF or HTML, you can use a mail merge template with a unique file name field and then use a conversion tool or software to convert the files to the desired format.
• To save letters in a specific location, such as a network drive or cloud storage service, you can modify the file path in the "Save As" dialog box or use a mail merge template with a dynamic file path field.
• To save letters with a specific file name, such as "Letter_{{RecipientName}}.docx," you can use a mail merge template with a unique file name field and then modify the file name in the "Save As" dialog box.