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Using the Mail Merge Wizard in Microsoft Word 2013

To Produce Personalized Form Letters


You may find that you need to send the same letter to several different people. Though the bulk of text in the
letter may be the same for all the recipients, each letter may need unique information, such as the inside
address or the salutation. Creating personalized form letters is an easy task when you use the Mail Merge
Wizard in Microsoft Word.
To complete this task, you will need a computer with Microsoft Word 2013 installed and a printer.
Before you start, create and save a letter that contains all of the text you want to send to every recipient. This
letter will serve as the main document for your mail merge.

1. With your main document open,


click Start Mail Merge on the
Mailings tab.

2. Select Step-by-Step Mail Merge


Wizard from the dropdown
menu.

This will bring up the Mail Merge


navigation pane along the right
side of your document (referred to
as navigation pane in the
remainder of this document).

3. Verify that Letters is selected as


the document type in the
navigation pane and then click
Next: Starting document.

4. Confirm that Use the Current Document is selected as the starting


document in the navigation pane and click Next: Select recipients at
the bottom of the navigation pane.

5. Choose Type a New List under


Select Recipients, then click
Create in the navigation pane.

Word opens the New Address List


dialog box.

6. Enter address list data for your


letter recipients in the fields in
the New Address List dialog box.
Press the Tab key to move from
field to field until all data for the
first recipient has been entered.
Leave fields empty for which
you do not have recipient data
(i.e. Address Line 2) by tabbing
to the next field.

7. Click New Entry to enter


additional recipients to the
address list. When all entries
are complete, click OK.

Word opens the Save Address List


dialog box.

8. Enter a file name for your


address list in the Save Address
List dialog box and click Save.

Word Opens the Mail Merge


Recipients dialog box.

9. Click OK in the Mail Merge


Recipients dialog box.

10. Click Next: Write your letter


at the bottom of the navigation
pane.

11. Place insertion point 2 lines


below the date in your letter
and click Address Block in the
navigation pane.

Word opens the Insert Address


Block dialog box.

12. Preview the displayed address


and click OK.

Word inserts an address field in


your main document.

13. Press the enter key twice to


move the insertion point to the
salutation line and click Greeting
line in the navigation pane.

Word opens the Insert Greeting


dialog box.

14. Preview the greeting and click


OK.

15. Click Next: Preview your letters


at the bottom of the navigation
pane.

16. Preview your letters using the


double arrow buttons in the
navigation pane, and then click
Next: Complete the Merge
at the bottom of the navigation
pane.

17. Click Edit individual letters.

Word opens the Merge to New


Document dialog box.

18. Confirm that All is selected in


the Merge to New Document
dialog box and Click OK.

Word opens a new document that


contains your merged letters.

19. In the new document, make any


desired edits to personalize the
individual letters, then click the
File tab and select Print to
access the print menu.

Word opens the print preview


dialog box.

20. Adjust print settings as desired,


then click Print to send the
document to the printer.

Congratulations! You have produced a set of personalized form letters using the Microsoft Word Mail Merge
Wizard.

For More Information


For troubleshooting or information on other tasks that can be performed with the Mail Merge Wizard,
such as using Mail Merge to send email, or producing mailing labels and envelopes, please see
https://support.office.com/en-us/word.

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