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Merging Excel Data Sources with a Word Document
Part 2: Setting up the Main Document
More of this Feature
Part 1: Preparing Your Data
Part 3: Associating the Data Source
Part 4: Inserting Merge Fields
Part 5: Viewing the Merged Documents
Part 6: Finalizing the Merge

Related Terms
Mail Merge
Data Source
Record
Excel

Related Resources
Word Tutorials
Intro to Mail Merge

For the main document, you can use either a new, blank document, or a document you've already created.

With the document open, activate the Mail Merge toolbar by right-clicking on the gray space around the toolbars and selecting Mail Merge from the pop-up list:



On the Mail Merge toolbar, click the Main document setup button.



In the Main Document Type dialog box, select the type of document you wish to create. For this tutorial, select Letters. Then click OK:



Once you have created the main document, it is time to associate your data source with the document.



Next: Associating the Data Source
Previous: Preparing Your Data
Return to Advanced Tutorials


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