Creating and Using Data Sources

You need to create or select a data source document to accompany your main document. Your data source must contain the information that changes in each of your merged documents. If possible, it should also contain headings or fields that identify each specific category of data, such as first names or zip codes.

Note

If your data source does not have usable headings or field names, you can create a separate header source document. This is discussed later in the chapter, in the section titled "Creating a Separate Header Source."

After you set up your data source, Word attaches the data source file to the main document, and you return to the main document to specify where each category of information goes.

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