Detailed instructions for mail merge in Word 2010, 2013, 2016
Mail merge in Word helps users create a series of invitations, announcements, or personalized documents without having to enter each information manually. This feature is especially useful when drafting administrative documents, surveys, or contracts.
In this article, TipsMake will guide you how to do it on popular versions of Word.
Table of contents:
1. How to do it on Word 2007 - 2019
2. How to do it on Word 2003
How to Mail Merge in Microsoft Word
First, you need to have an available original word file to insert information into.
For Word 2007 - 2019
Step 1: Click on the Mailings tab , select Start Mail Merge then select the Step by Step Mail Merge Wizard function …
Step 2: Select Letters and click Next .
Step 3: Select Use the current document then click Next .
Step 4: Select Type a new list to create a new list, then click Next .
Step 5: The dialog box to create list fields appears, click the Customize Columns… button to delete, add or edit the names of available fields as you like.
Step 6: Select the field to delete and click the Delete button to delete it (click Yes to confirm), click Rename … to change the field name as you like.
Step 7: After completing the field names, you proceed to enter the corresponding data. Click New Entry to add a new line. When finished entering, click OK to finish.
Step 8: Select where to save the list file and name it, then click Save .
Step 9: Click OK
Step 10: Click Next to continue
Step 11: Place the mouse cursor where you need to insert the information and click More items…
Step 12: Select the corresponding field, then press Insert . Repeat this step until all fields in the list have been inserted.
Step 13: Click Next to see the results
And here is the result:
For Word 2003
Step 1: Open the word file that needs mail merging, then go to Tools , select Letters and Mailings and then select Mail Merge…
Step 2: In the Mail Merge frame that appears on the right side of the word page, select Letters and click Next .
Step 3: Select Use the current document and continue to click Next .
Step 4: Select Use an existing list and click Next . You can also create a new list by clicking the Type a new list option .
Step 5: Select the path to the Excel file to insert, click to select the file and then click Open.
Step 6: Select the correct sheet containing the data and click OK.
Step 7: If you want to insert all rows, click Select All . If you want to insert selectively, uncheck the rows of data you don't want to insert, then click OK .
Step 8: Continue clicking Next
Step 9: Place the mouse cursor at the position where you want to insert data, then click More Items…
Step 10: The Insert Merge Field window appears , select the correct data field to insert and click Insert to insert. Click Close to close the window.
Step 11: Repeat the above step until you have inserted all the desired data fields. Then click Next to see the results.
Step 12: Click Next .
Step 13: Click Edit individual letters… to see the entire list after merging.
Step 14: Select All
Step 15: You can also save this list by pressing Ctrl + S , then choose where to save, enter a file name and press Save to save.
In this article, we have guided you in detail how to mail merge in Word 2010, 2013, 2016, helping you quickly create invitations, thank you letters, contracts with just a few simple steps. Thanks to that, you can save time when working with many recipients without having to enter each information manually.
Also, if you have problems when editing, you can refer to useful tips such as how to fix font errors when mail merging in Word or edit data lists in Excel to make mail merging more effective. These tricks will help you work faster and more accurately in Word.
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