Ms word 2017 mail merge

Mail Merge in Microsoft Word 2017!

Mail Merge is a powerful feature in Microsoft Word that allows you to combine a main document with a data source, such as an Excel spreadsheet or a database, to create multiple documents with personalized information. Here's a step-by-step guide to help you get started:

Prerequisites:

1. Microsoft Word 2017 installed on your computer.
2. A data source (e.g., Excel spreadsheet, database, or text file) containing the information you want to merge.

Step 1: Create a new document

1. Open Microsoft Word 2017 and create a new document.
2. Type some text to serve as the main document.

Step 2: Set up the data source

1. Open your data source (e.g., Excel spreadsheet) and prepare the data you want to merge.
2. Make sure the data is organized in a table format with headers in the first row.

Step 3: Start the Mail Merge process

1. Go to the "Mailings" tab in the ribbon.
2. Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard".
3. Follow the wizard's prompts to select the data source and main document.

Step 4: Choose the data source

1. In the "Select Recipients" window, choose the data source you prepared earlier (e.g., Excel spreadsheet).
2. Click "OK" to continue.

Step 5: Select the fields to merge

1. In the "Select Recipients" window, select the fields you want to merge from the data source.
2. Click "OK" to continue.

Step 6: Insert merge fields

1. In the main document, place your cursor where you want to insert the merge field.
2. Go to the "Mailings" tab and click on "Insert Merge Field".
3. Select the field you want to insert from the drop-down list.
4. Repeat this process for each field you want to merge.

Step 7: Preview and edit the merge

1. Click on "Preview Results" to see how the merge will look.
2. Make any necessary edits to the main document or data source.
3. Click "OK" to continue.

Step 8: Merge the documents

1. Click on "Finish & Merge" to merge the documents.
2. Choose the output format (e.g., PDF, Word document, or email).
3. Select the location to save the merged documents.

Tips and Variations:

• Use the "Mailings" tab to manage your mail merge process, including inserting merge fields, previewing results, and editing the data source.
• Use the "Rules" feature to apply conditions to your merge, such as skipping certain records or applying formatting to specific fields.
• Use the "Insert Merge Field" feature to insert fields from multiple data sources.
• Use the "Mail Merge" feature to create envelopes, labels, and other documents with personalized information.

That's it! With these steps, you should be able to create a successful mail merge in Microsoft Word 2017.