How to save mail merge documents in word

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

Method 1: Save as a Word Document (.docx)

1. Open your mail merge document in Word.
2. Click on the "File" menu and select "Save As" (or press Ctrl+S).
3. In the "Save As" dialog box, choose a location to save your file.
4. In the "Save as type" dropdown menu, select "Word Document (.docx)".
5. Enter a file name and click "Save".

Method 2: Save as a PDF

1. Open your mail merge document in Word.
2. Click on the "File" menu and select "Save As" (or press Ctrl+S).
3. In the "Save As" dialog box, choose a location to save your file.
4. In the "Save as type" dropdown menu, select "PDF" (you may need to install a PDF converter like Adobe Acrobat or Microsoft Save as PDF if you don't have it already).
5. Enter a file name and click "Save".

Method 3: Save as a Mail Merge Template (.dotx)

1. Open your mail merge document in Word.
2. Click on the "File" menu and select "Save As" (or press Ctrl+S).
3. In the "Save As" dialog box, choose a location to save your file.
4. In the "Save as type" dropdown menu, select "Word Template (.dotx)".
5. Enter a file name and click "Save".

Tips:

• When saving a mail merge document, you can choose to save the merged data as well by checking the box next to "Save merged data" in the "Save As" dialog box.
• If you want to save the mail merge document with the data already merged, you can use the "Save As" option and select "Word Document (.docx)" or "PDF".
• If you want to save the mail merge template without merging the data, you can use the "Save As" option and select "Word Template (.dotx)".