Set Up New Mail Merge List With Word

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Set Up New Mail Merge List With Word. Create a new mail merge list Go to File New Blank Document. This is the main document in your mail merge that will be sent to each recipient.

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Click on the Mailings tab and select Start Mail Merge. For more info see Data sources you can use for a mail merge. It will show a list of mail merge options available.

Set up your data source in Excel.

Under the first section that says Select document type choose Letters. Specify the Excel Data Source. View Mail Merge Documents Word doesnt carry over formatting from the data source when inserting merge fields into a document. When the mail merge is complete the merge document will generate a personalized version of itself for each name in the data source.