Instructions to create form letters

Ewere 1

Frank E. COM 3500 4/24/15

Instructions on how to create form letters in Word

1. First of all, create a set of data in Microsoft Excel. Include several placeholders like “First_Name,” Middle_Initial,” “Address01,” etc… These placeholders should be included in the top row of the excel spreadsheet.

2. Next open up Microsoft Word.

3. Go to Tools and then Mail Merge Manager.

4. In the pop up box, select Create New and then choose Form Letters.

5. Below that click get list and select open data source. Click ok each time a pop up box appears.

6. Next, drag the placeholders in the third section (insert place holders) to the document in the order you want them in (order that fits style of a form letter).

7. Skip the filter recipients option.

8. Next, go to Preview Results to see what your letter will look like. Click on the << ABC >> to see each individual item that was used previously in your excel spreadsheet.

9. In the last option (complete merge), click the first printer icon below complete merge.

10. Save your file as a pdf and as a word document.

11. You may also include a logo to put in your letter but this is optional.