How to: Create a main document from a mail merge.
Solution:
Select 'Mail Merge...' from the 'Tools' menu and click 'Create'. Select the document from the 'Main Document' list box.
1) Select 'Mail Merge...' from the Tools menu. (The Mail merge Helper dialog box appears.)
Create button
2) Click 'Create'.
3) Select the desired main document type from the 'Main Document' drop-down list box.
NOTE: 'Form Letters...' sets up form letters, 'Mailing Labels...' sets up mailing labels, 'Envelopes...' sets up envelopes, and 'Catalog...' sets up catalogs, parts lists, membership directories, and other lists of information. 'Restore To Normal Word Document...' removes the association between the data and/or header source and the main document and converts the main document to a normal Word document.
4) Click 'Get Data'.
5) Do one of the following:
a) Create a new document.
b) Open an existing data source.
6) Click 'Set Up Main Document'.
7) Click 'OK'.
8) Insert merge fields:
a) Click in the main document where the merge field is to be inserted.
b) Click 'Insert Merge Field' from the 'Mail Merge' toolbar. (A drop down list appears.
c) Select the desired field to be inserted. (The merge field appears in the main document.)
NOTE: Word displays merge fields with brackets.
EXAMPLE: Dear Mr. <<Last Name>>
d) Repeat steps 8)a) - 8)c) for each field to be inserted.
9) Merge the main document and the data source:
a) Select the 'Tools' menu and select 'Mail Merge...'. (The Mail Merge helper dialog box appears.)
b) Click 'Merge...' from the 'Merge the Data with the Document' group. (The Merge dialog box appears.)
c) Select 'New Document' from the 'Merge To' drop down list.
d) Click 'Merge'.
