Mail merge word save as separate documents
The classic mail merge!
To save each merged document as a separate file in Word, you can follow these steps:
Method 1: Using the "Save As" dialog box
- Open your Word document and go to the "Mailings" tab in the ribbon.
- Click on the "Finish & Merge" button in the "Finish" group.
- Select "Edit Individual Documents" from the dropdown menu.
- In the "Merge to Document" dialog box, select a location to save the files and enter a file name prefix (e.g., "Letter").
- Click "OK" to start the merge process.
- Word will create a new document for each record in your data source and save them as separate files in the specified location.
Method 2: Using the "Batch Save" feature
- Open your Word document and go to the "Mailings" tab in the ribbon.
- Click on the "Finish & Merge" button in the "Finish" group.
- Select "Batch Save" from the dropdown menu.
- In the "Batch Save" dialog box, select a location to save the files and enter a file name prefix (e.g., "Letter").
- Choose the file format you want to use (e.g.,.docx).
- Click "OK" to start the merge process.
- Word will create a new document for each record in your data source and save them as separate files in the specified location.
Tips and Variations
- To save the files in a specific format, such as PDF or HTML, select the desired format from the "Save as type" dropdown menu in the "Batch Save" dialog box.
- To save the files with a specific file name, enter a file name prefix and a file name suffix (e.g., "Letter_") in the "Batch Save" dialog box.
- To save the files in a specific folder, navigate to the desired folder in the "Batch Save" dialog box.
- To save the files with a specific date or time stamp, use the "Date" or "Time" field in your data source and format it accordingly in the "Batch Save" dialog box.
By following these methods, you can easily save each merged document as a separate file in Word.