3. To set up the document as a form letter, start the Step-by-Step Mail Merge Wizard, accept Letters as the document type, and then choose to use the current document as the starting document. Choose to create a new recipient list, and then customize the columns in the recipient list by deleting the fields shown in Table 1. Use Organization Name to rename the Company Name field. If necessary, use Postal Code to rename the ZIP Code field. Add a new field to the end of the recipient list using Specialty as the field name. How to in word
To set up the document as a form letter in Microsoft Word, follow these steps:
1. Open your document in Microsoft Word.
2. Go to the "Mailings" tab on the menu bar.
3. Click on "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard" from the drop-down menu.
4. In the Mail Merge pane that appears on the right side of the screen, select "Letters" as the document type and then click on "Next: Starting document."
5. Choose "Use the current document" as the starting document and click on "Next: Select recipients."
6. Select "Use an existing list" if you already have a recipient list, or choose "Type a new list" to create a new one. Click on "Next: Write your letter."
7. In the Mail Merge pane, click on "Edit recipient list" to customize the columns in the recipient list.
8. In the "Mail Merge Recipients" dialog box, delete the fields shown in Table 1 by unchecking the boxes next to each field.
9. To rename the Company Name field to Organization Name, click on the header of the Company Name column, select "Rename field" from the drop-down menu, and enter "Organization Name" as the new field name.
10. If needed, rename the ZIP Code field to Postal Code by following the same steps as above.
11. To add a new field to the recipient list, click on the last column header, select "Insert merge field" from the drop-down menu, and enter "Specialty" as the field name.
12. Click on "OK" to save your changes and close the Mail Merge Recipients dialog box.
Your document is now set up as a form letter with a customized recipient list in Microsoft Word. You can continue with the mail merge process to personalize and send the letters to your recipients.