Instructions


Open up the letter that Adam has given to
you
Format it so it look professional

Click on the mailings tab. Select ‘start mail
merge’ then step by step mail merge wizardsee image below
At the bottom of the mail merge menu click on the ‘next’ link until you get to step
3 of 6
 Now click on the Browse link
 Follow the path shown below to select your copy of customers database


My Documents/......
Make sure you select the customer data table then
click ok
 If you have done this step correctly you should see a
similar screen as the one below. Click on OK






Now you are ready to insert the data you would like to see in the final
personalised letters. We call this process inserting linked fields.
Firstly place the cursor where you want the parent address to appear.
Click on the ‘insert merged fields’ icon
Insert the all relevant fields leaving appropriate spaces
After Dear insert a greeting line by selecting the Greeting Line icon
shown below in green


To complete the merge you want to be able to save the
individual letter so that they are in a printable format.
To do this click on the next link at the bottom o f the mail
merge wizard until you get to step 6 of 6
 Click on the ‘edit individual letters’ link
 On the next menu select the ‘from ‘ option and enter 1 to 25
 Click ok. A new word document with the personalised letter will open.
Save this document as – Merged Business letters
Open the new word document
that you have saved as Merged
Business letters
 You will need to print one copy
of a personalised letter from
this document
 To do this click on
 The windows button
 Print
 In the print menu choose the
‘pages’ option
 Enter the number of pages that
one complete letter will take up.
For most of you this will be one
page so enter the number 1





You will need to print one
copy of your letter
showing the merged
fields ( see example on the
right)
To do this you must go
back to the original
business letter
Make sure the ‘preview
results’ button is not
selected so that the letter
looks like my example
No go to the windows
button then Print
Print one copy only

To mail merged your business letter with the
parents customer information database:






Step 1- Create the business letter
Step 2- open the ‘Mail merge’ menu
Step 3- browse and select the database
Step 4- Link the database to the letter
Step 5- insert merged fields (select from list)
Step 6- finish and merge (edit individual
letters)