Create a mail merge in Microsoft Word and other free tutorials on Excel, Outlook, Powerpoint & Word from your virtual software trainer.

 

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Word :  Mail Merge - Step 2

page 2 of 4

by Karyn Stille, Your Virtual Software Trainer

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Step 2:  Creating a Data Source

1.  In the Mail Merge Helper dialog box, choose Get Data (step 2) and select Create Data Source.  The Create Data Source dialog box appears as in the figure below.

2.  Add and remove field names from the Field names in header row list as described above.  When finished, choose OK.

3.  Enter a filename for the data source in the save box that is displayed, and choose OK.

4.  When the message box appears, choose Edit Data Source to display the first blank data form.

5.  In the Data Form, as shown below, enter the records by typing information into the fields.  Use the Tab key to move between fields.  Choose the Add New button after completing a record to display a new blank record.  When finished entering records, choose OK.

Keep going!

[Mail Merge (p1)]

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[Mail Merge (p3)]

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