If you have a document that contains the template text that you want to use, open it.

If you want to create a new main document, you can use the blank document on the screen or click New on the Standard toolbar.

On the Tools menu, click Letters and Mailings, then Mail Merge. The Mail Merge helper pane will appear on the right side of the screen.

1.  In the Mail Merge task pane, keep Letter selected. Click Next for Step 2 at the bottom.

2.  How you want to set up your letters:  Keep the first radio button selected, or select one of the other choices. Click Next for Step 3.

3.  Selecting Recipients: 
If selecting a list you already have, click Browse, find the data file and click Open.  The list will open up on the screen.  At this point, you can edit the records or uncheck some you do not want to merge.  Then click Ok.

    If you choose to create a new list, select 'Type new list' and click on Create.  Use the Customize button to add or remove fields.  Type in the information for each record, click New Entry to add additional records.  When done, click Close.  Give your data file a name, click Save, then Ok.

Click Next for Step 4.

4.  Type your letter.
To add fields, click More Items... to show the field names. Click on the field name, then Insert and Close.  Add spaces or returns, then repeat this procedure to continue adding fields.  Address blocks and greeting lines can easily be added by clicking the link.

NOTE: At this point you can close the Mail Merge task pane and continue the merge by use of the Mail Merge toolbar.  To view the Mail Merge toolbar, on the Tools menu, click Letters and Mailings, then Show Mail Merge Toolbar or
click Next for Step 5.

5.  Previewing your letters:  This step allows you to preview and step through each merged letter.  In this step, you can also exclude specific records.  Click Next for Step 6 (the final step).

6.  Completing the merge: In this step, you can merge to a new document or merge to the printer.

NOTE: When done, make sure both files are saved.