Mail merge save as individual documents

The classic mail merge!

To save a mail merge as individual documents, you can follow these steps:

Using Microsoft Word:

1. Open your mail merge document in Microsoft Word.
2. Go to the "Mailings" tab in the ribbon.
3. Click on "Finish & Merge" in the "Finish" group.
4. Select "Edit Individual Documents" from the dropdown menu.
5. Choose a location to save the individual documents, such as a folder on your computer or a network drive.
6. Click "OK" to start the merge process.

Word will create a new document for each recipient in your mailing list, with the merged data inserted into the template.

Using Microsoft Excel:

1. Open your mailing list in Microsoft Excel.
2. Go to the "Data" tab in the ribbon.
3. Click on "From Other Sources" and then "From Microsoft Word".
4. Select the mail merge document you created in Word.
5. Click "OK" to start the merge process.
6. In the "Merge" dialog box, select "Save as individual documents" and choose a location to save the files.
7. Click "OK" to start the merge process.

Excel will create a new document for each recipient in your mailing list, with the merged data inserted into the template.

Tips:

• Make sure your mail merge document is set up correctly, with placeholders for the data you want to merge.
• Use a consistent naming convention for your files, such as "Recipient's Name - [Date]".
• Consider using a template for your mail merge document, so you can easily reuse it for future merges.
• If you're merging a large number of documents, consider using a batch processing tool or a third-party add-in to speed up the process.