Mail and Data Merges Using Word 2007

Section 5. Preparing the Main Document

The main document is the file in which you place all the boilerplate text and merge codes that will personalize each copy of the final product. Depending on the type of merge you are doing, the main document can be an envelope, a label sheet, a letter, an email message, or just about anything else. It's just an ordinary Word document except for the presence of the merge fields.

To prepare the main document, do the following:

1. Confirm that the margins, page size, and page orientation are correct for the document you want. These were set automatically when you chose the document type from the Start Mail Merge button's menu, but checking these settings is worthwhile.
2. If needed, apply a template and/or change ...