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Microsoft® Office® Professional 2013 Plain & Simple by Katherine Murray

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Creating the mail merge document

After you add the data source to your mail merge project, you’re ready to create the document itself. This can be as simple as a traditional letter or as complex as a catalog. The process involves entering the content, adding the merge fields, previewing the merge, and then actually merging the data into the type of document you selected.

Create the merge document and insert fields

  1. Create the merge document that you want to send.

  2. If you want to add the address of a customer, click Address Block.

  3. To open a letter or email message, click Greeting Line.

  4. Click at the point where you want to add data from your data list and choose Insert Merge Field.

    A list of fields appears. These fields are taken from your ...

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