When they made Word XP, Microsoft took one of their best
features and made it impossible to use: The Mail Merge
Wizard. Although the basic steps are all accounted for,
they seem obscured by the items that are new with XP.
Here are the steps you need to take to get through a Word
XP mail merge without missing anything:
Merge a Letter Already Created
Open your mail merge letter or a blank document.
Go to Tools-->Letters and Mailings-->Mail merge wizard.
You are now on Step 1 of the Mail merge wizard. Choose
Letters at the top and hit Next: Select Document at the
bottom.
You are now on Step 2 of the Mail merge wizard. Choose
Current document at the top and hit Next: Select
Recipients at the bottom.
You are now on Step 3 of the Mail merge wizard. Choose Use
an existing list at the top. Hit the Browse button to get
your list, making sure you change the Files of type to the
type of file in which your data resides. Hit Ok. You may
also need to choose which spreadsheet, table, or query you
want to get your data from, depending on the type of file.
Hit Ok. Now your data list comes up. All of the records in
your data should be check marked. If you only want to
choose certain records, uncheck the others. At the bottom,
choose Next: Write your letter.
You are now on Step 4 of the Mail merge wizard. Write your
letter if necessary. On the task pane at right, choose
More. (More is generally used in software to describe
items that might be seldom used. In this case, this is
where we find the mail merge fields that we always use.)
Insert your merge fields in the appropriate places in your
letter. If you want to repeat a merge field, for instance,
a person’s name, throughout the letter, insert the merge
field at each location you want it to appear. Hit Next:
Preview your letters.
You are now on Step 5 of the Mail merge wizard. You can
use the left and right arrows on the task pane to see what
your merged letters will look like. Hit Next: Complete the
merge.
You are now on Step 6 of the Mail merge wizard. At this
point, you have the option to Print your letters or to
Edit individual letters. If you’re familiar with previous
versions of Word’s mail merge, you should hit Edit
individual letters, then choose All. This gives you a
document that contains all your merged letters—which is
what we’re used to from previous versions. We all know
that when printing a bunch of documents, we could easily
choose the wrong tray, the wrong paper could be in the
tray, or some error could occur. We suggest saving this
file and THEN printing it, especially if it contains more
than a few letters. You can easily delete the file after
you’ve successfully printed it.
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