Detailed Report on the Process of Creating a Mail Merge

This report provides a comprehensive overview of the mail merge process, detailing each step from data preparation in Excel to the final execution and saving of the merged documents in Word. The report begins with setting up the data in an Excel sheet, ensuring proper formatting for names, currencies, and postal codes. It then explains how to start the mail merge in Word, select the recipient list, and insert merge fields from the Excel data source. The process includes previewing the results to ensure data accuracy and making necessary adjustments before finalizing the merge. The final step involves saving the mail merge for future reuse, ensuring efficient bulk mailing capabilities. This report serves as a practical guide for anyone looking to streamline document creation using mail merge techniques. Desklib provides this assignment as a resource for students, offering access to solved assignments and past papers to aid in their studies.

How I created a Mail
merge?

Introduction
Mail merge is usually used in making
multiple documents at once. This present report
is based on mail merge and it will explain the
whole process of mail merge.

Process of Mail Merge
• Step 1: Prepare Data
• The first process of making data for that I need to set
up the data, for that I need to use excel-sheet as the data source
for the recipient list. Besides this, there are some tips through
ich I will prepare data for mail merge (Baude and et.al, 2015).
• First, I will need to make columns for different names. They
should match with field names.
• I need to make all data merged in the first sheet of my
spreadsheet.
• I need to do proper formatting of all currencies and postal
codes, so that Word can easily assess their values.

To be continued..
• Step 2: Start the mail merge
• In Word, I need to choose File>New>Blank document.
• Then I need to select mailing tab in the start mail group.
Afterwards, choose merge option to run the function
(Heidenreich and et.al, 2015).
Then I need to select Recipients>use an Existing List

To be continued…..
• Then after that, I need to browse Excel
spreadsheet and then choose Open
• After that, I will choose Sheet$>OK.

• Step 3: Insert a merge field
• In this third process of mail merge, I will insert my data into
merge field. For that, I need to follow some of these points.
• On the mailing tab, in the write & Insert field, I will need to choose
address book.
• Then in an insert Address block then I will
choose format of the recipients names, So
Step-3 : Insert a merge field

To be continued..
• that It will appear on the envelope.
• Then I'll choose OK.
• Then I need to choose File>Save. Through
this, file will get saved in the system.

Step-4 Preview and finish the mail merge.
• After inserting the mail merge, I will preview
my results in order to identify the correct data.
• To review my result, I need to do some steps.
• On the mailing tab, I need to choose preview
results (Lu, M. J., and et.al, 2014).

To be continued..
• Then choose Next or Previous tab to move
through the record function and then show the
records will appear or not.
• The last is to finish group and select Finish &
Merge and then adopt print documents.

Step 5: Save the Mail Merge
• It is the last process of mail merge in which
my mail merge will be saved and secured this
one will be used for me to reuse next bulk
mailing (Taylor and et.al, 2016).

Conclusion
From the above report, it summarized the
overall process of Mail merger how they going
to be done in the system.

Thank you