Page 28 of 35PREVNEXT

Use mail merge for mass mailings and more

Open Data Source and Mail Merge Recipients toolbar buttons on the Mail Merge toolbar

Callout 1 To locate and open your data file, click the Open Data Source button.
Callout 2 To filter and sort the records you want to include in the merge, click the Mail Merge Recipients button.

You use the Open Data Source and Mail Merge Recipients buttons on the toolbar to:

  • Connect to the data file that contains the unique information you want to merge.

Note     If you want to use your Outlook Contacts list as the data file, you'll need to connect to it through the Mail Merge task pane. Open the task pane, advance to the Select recipients step, and then click Select from Outlook contacts.

  • Choose the records from the file that you want to use.

Tip     If you need to create a new data file, open the Mail Merge task pane, advance to the Select recipients step, and then click Type a new list.

Page 28 of 35PREVNEXT