Using the Wizard

If you are not sure about the sequence of steps in mail merge, you can use the “Merge Wizard”.
This wizard, is divided into six steps and it makes it all a little easier.
Click on the button “Start mail Merge” tab under “Mailings” in the ribbon, and select “Step by Step Mail Merge Wizard” from the drop-down menu.
This opens the task pane “Mail Merge” on the right side of the window.

In the first step of the wizard, we select the document type.
We have a choice of “Letters”, “E-mail”, “Envelopes”, “Labels” and “Directory”.
For this example, the default selection “Letters” is fine, so I click the “Next” button at the bottom of the pane.
This brings us to step two of the wizard.
In step two of the wizard, we determine the document we want to use.
For this we have three choices:
1. Use the current document.
2. Start from a template.
3. Start From An existing document.
In this example I choose the first option “Use the current document.”
Click again the “Next” button at the bottom of the pane.
This puts us in step 3 of the wizard.
In step 3 of the wizard, we determine the recipients.
You have three options.
1. Use an existing list.
2. Select the Outlook contacts.
3. type a new list.
I choose the first option “Use an existing list” and click the “Browse” button in the task pane.
This opens a dialog where I navigate to the file containing the table with my recipients.
I select the file, in this case an Excel file, and click the “Open” button.
Because my Excel workbook consists of several worksheets, I select the worksheet in the next dialog box in which the addresses are listed, and click OK.

This opens the dialog with all recipients.
The different options in this dialog we have already seen in Lesson 33.

Click the “Next” button again at the bottom of the pane.
This puts us in step 4 of the wizard.
Step four allows us to type our letter if this not have happened yet, you can insert an address block, greeting line and / or merge fields.
This also I have already expanded in Lesson 34.
Click again the “Next” button at the bottom of the pane.
This puts us in step 5 of the wizard.
Step 5 of the wizard shows an example of our letter.
We can use the buttons “Previous” and “Next” to navigate between records in our table.

Again click on the “Next” button in the task pane to complete the merge.
This brings us to the final step of the wizard where we can print the letters together, or individually.
This last option we have already discussed in Lesson 35.

To close the task pane, click the X at the top right task pane.

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