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Click Type a new list in the Mail Merge Wizard pane.
and then Create…
When the New Address List dialog box appears, begin entering your data in the corresponding fields:
Fill out as many fields as you wish to insert in the document. When you are done with an entry, or record, and wish to create another one, click New Entry. To move through the entries or records, you can use the navigation buttons beside the View Entry Number label.
If you want to add fields to the entries, click the Customize… button. The Customize Address List dialog box appears:
Click the Add… button to add more fields. In the Add Field box that appears, type in the new field name and then click OK.
It will appear in the list. To move it up or down, use the Move Up or Move Down buttons; each time you click one, it will move up or down one space in the list.
To delete an entry, highlight it in the Field Names box and then click the Delete button. A box will appear asking you if you’re sure you want to delete the field. Please Note: If any of the records contain information in this field, the corresponding information will be deleted. Click Yes to delete or No to cancel.
There are a lot of fields that won’t be used in the sample letter, but we are going to leave them, anyway; it won’t affect the finished document to leave an unused field in the data source unless you try to insert the field, in which case you will get a blank space in the merged documents. When you are creating your own documents, it is probably best to delete the unused fields so you won’t be confused or accidentally use the wrong field when you’re working. After you are done customizing the fields, click the OK button to return to the Address List dialog box and finish inputting your entries. When you are done, click Close.
A dialog box will appear prompting you to save your data source. Give the file a unique name in the File Name box and then click Save.
To continue, click Next: Write your letter at the bottom of the pane:
Next: Creating the Main Document
Previous: Starting the Mail Merge Wizard
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