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Click the Next: Starting document link at the bottom of this panel. The Mail Merge task pane will appear on the right side of your screen. Therefore, when you're doing a Mail Merge, it's a great time to close down other applications. From the Mailings tab, select Start Mail Merge From the Start Mail Merge menu, select Step by Step Mail Merge Wizard. Changes or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.
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But one of the issues that arises when people create Mail Merge with large data files, large data sources, is that even if you're only using the first 100 out of 100,000 records, you still need to have enough capacity for Word to do the work of finding those 100 records out of the 100,000. The Excel spreadsheet to be used in the mail merge is stored on your local machine.
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There are authentication and security issues behind the scenes that we don't have to worry about. Microsoft Word > Mailings tab > Start Mail Merge > Step-by-Step Mail Merge Wizard > Follow the wizard till step 3 for selecting the recipients (the data) Use an existing list > Browse > New Data Source. But behind the scenes, Mail Merge is a very complex process, because we have one application, Word, requesting data from another application, like Excel or Access or Outlook. With the connection activated we can now load Word to set-up the mail merge. We just choose one of the options under Finish and Merge and Word does all the work. Beside the Start Mail Merge section, pull down on Select Recipients. Once your letter is drafted, go to the Mailings tab. The Mail Merge finishing process is a very straightforward process. Here are the steps to mail merge from Excel to Word.
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