Mail merge file name

When creating a mail merge document, you'll need to save the file with a specific name to ensure that the merge process works correctly. Here are some guidelines for naming your mail merge file:

File extension:

• For Microsoft Word documents, use the .docx extension.
• For Microsoft Excel spreadsheets, use the .xlsx extension.

File name structure:

• Use a descriptive name that includes the following elements:
  • The name of the document (e.g., "Holiday Greeting")
  • The type of merge (e.g., "mail merge")
  • The data source (e.g., "customer list")
  • The date or version number (optional)

Example file name structures:

• "HolidayGreeting_MailMerge_CustomerList_2023.docx"
• "SalesReport_MailMerge_ProductCatalog_2022.xlsx"
• "Newsletter_MailMerge_SubscriberList_V1.docx"

Tips:

• Keep the file name short and concise to avoid errors.
• Avoid using special characters, such as commas, semicolons, or quotation marks, in the file name.
• Use underscores (_) or hyphens (-) to separate words in the file name, if necessary.
• Make sure to save the file in a location that is easily accessible and organized, such as a designated "Mail Merge" folder.

By following these guidelines, you'll be able to create a well-organized and easily identifiable file name for your mail merge document.