Learn Microsoft Office 2019

Creating a mail merge using the wizard

We will use the mail merge wizard to combine an existing Word 2019 document with merge fields from an existing Excel 2019 worksheet to produce invoice letters for our customer base. Follow these steps to do so:

1. When using the Mail Merge Wizard, start from New | Blank Document or open an existing document.
2. For this example, we will use an existing document called SafestInvoice.docx. This document can be opened prior to starting the merge or as the first step of the mail merge wizard.
3. Click on the Mailings tab on the ribbon.
4. Click on the Start Mail Merge icon to access the drop-down menu.

5. Choose the Step-by-Step Mail Merge Wizard… option at the bottom of the drop-down list:

6. Note that the Mail Merge ...