How to select a process mailbox to send mail merge

When sending a mail merge using a process mailbox, you need to select the correct process mailbox to ensure that your mail merge is sent to the intended recipients. Here are the steps to follow:

Step 1: Open the Mail Merge Wizard

In Microsoft Word, go to the "Mailings" tab in the ribbon and click on "Start Mail Merge" > "Step-by-Step Mail Merge Wizard". This will open the Mail Merge Wizard.

Step 2: Choose the Recipients

In the Mail Merge Wizard, select "Use an existing list" and then choose "Process Mailbox" as the recipient list type.

Step 3: Select the Process Mailbox

In the "Select Process Mailbox" dialog box, you will see a list of available process mailboxes. You can filter the list by typing a few letters in the "Filter" field or by using the "Browse" button to navigate to the desired mailbox.

Step 4: Choose the Correct Process Mailbox

Select the process mailbox that contains the recipients you want to send the mail merge to. Make sure to choose the correct mailbox, as this will determine who receives the mail merge.

Step 5: Continue with the Mail Merge Wizard

Once you have selected the correct process mailbox, click "OK" to continue with the Mail Merge Wizard. The wizard will guide you through the rest of the process, including selecting the document type, choosing the merge fields, and previewing the merge.

Tips and Considerations

• Make sure you have the necessary permissions to access the process mailbox.
• Verify that the process mailbox contains the correct recipients and that the recipients are not duplicated.
• If you have multiple process mailboxes with the same name, make sure to select the correct one.
• You can also use the "Process Mailbox" dropdown list in the "Mailings" tab to quickly switch between different process mailboxes.

By following these steps, you should be able to select the correct process mailbox to send your mail merge.