Selecting the mail merge method for a word document
The first step of creating a mail merge is to select the method that will be used.
To select the mail merge method
- Find and select your contacts. See Finding and opening clients and contacts or Finding and opening suppliers (AE).
- Click Mail merge wizard on the Tasks bar. The Mail Merge Wizard — Select the mail merge method window opens.
- Select the Word document mail merge - create letter or label option.
- Click Next. The Mail Merge Wizard — Select a Word template for the letters or labels window opens ready for you to select the template.
- Proceed to Selecting a Word template.
