![]() ![]() Create a new blank document or open a Word document containing a sample letter.To start the merge and specify the main document as a form letter: The first step in the mail merge process is to start the merge using Start Mail Merge on the Mailings tab in the Word Ribbon: Step 1: Start the merge and specify the main document In this article, we'll be using the Mailings tab in the Ribbon to set up and run a mail merge (not the Mail Merge Wizard): When you run the merge, the fields are replaced by data from the source file. By default, when you click in a field, it is displayed with grey shading. Select specific recipients or filter the recipient list (optional).ĭuring the mail merge process, fields are inserted into the main document and appear in carets (such as >). ![]()
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