How to do a Mail Merge Letter in Word 2004-MAC

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 Data Merge Manager. The Data Merge Manager pane will appear on the screen.

 1. In the Data Merge Manager pane, click on Create and select Form Letters.

 2. In the Data Merge Manager pane under Data Source, click Get Data.
If selecting a list you already have, click Open Data Source, find the data file and click Open.  The filename show up in the Data Merge Manager.  At this point, you can edit the records or move onto the next step.

    If you choose to create a new list, select Create Data Source.  On this screen, you can use the default listing of field names or Add/Remove field names in the list.  When done, click OK.  Give your data file a name, click Save. The Data Form will pop up.  Fill in your data for each record.  Click Add New for new records.  When done, click OK.

3. Type your letter.
To add fields:
In the Data Merge Manager under Merge Field, click and drag the field names to the locations in your letter where you want them.

 4. Previewing your letters:  You can preview your letters by clicking on the ‘ABC’ button under Preview in the Data Merge Manager.

 5. Completing the merge: In the Data Merge Manager under Merge, click on Merge to Printer or Merge to New Document.  You can also query your list for specific records or sort them by clicking on Query Options.

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