Merge

Excel Mail Merge Template. The next step is to prepare a mail merge template for. Open the word document with the letter.

Open the word document with the letter. In the start from existing box, select the document that you want, and then click open. (1) select recepients by filtering the status column, so if the user pressed the first button, it will run the mail merge only for records with p in the status column.

Mail Merge Excel Template. In the start from existing box, select the document that you want, and then click open. If the data source is a.txt or a.csv file, use the text import wizard to set up your data in excel.

For more information, see prepare your excel data source for mail merge in word. Choose ‘use an existing list…’. If your microsoft excel database is incomplete, the same.