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Merging Excel Data Sources with a Word Document
Part 6: Finalizing the Merge
 More of this Feature
• Part 1: Preparing Your Data
• Part 2: Setting up the Main Document
• Part 3: Associating the Data Source
• Part 4: Inserting Merge Fields
• Part 5: Viewing the Merged Documents
 
 Related Terms
• Mail Merge
• Data Source
• Record
• Excel
 
 Related Resources
• Word Tutorials
• Intro to Mail Merge
• Inserting Excel Data in a Word Document
 

When you are ready to merge your documents, you have two choices:

The first is to merge them to the printer. If you choose this option, they will be sent to the printer without any modification. You can merge to the printer simply by clicking the Merge to Printer toolbar button:



If you need to personalize some or all of the documents (although, you would be wise to add a note field in the data source for personalized notes) or make any other changes before you print, you can merge them to a new document; if you merge to a new document, the mail merge main document and data source will remain intact, but you will have a second file containing the merged documents. Simply click the Merge to New Document toolbar button:



Whichever you choose, you will be presented with a dialog box in which you can tell Word to merge all records, the current record, or a range of records.



Simply click the option button next to your desired choice and then click Ok. If you want to merge a range, you will need to put in the beginning number and the final number for the records you wish to include in the merge before you click Ok.

If you chose to print the documents, after the dialog box comes up, you will be presented with the Print dialog box. You can interact with it the same as you would for any other document.



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