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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do you merge letters in Word?

In a blank Microsoft Word document, click on the Mailings tab, and in the Start Mail Merge group, click Start Mail Merge. Click Step-by-Step Mail Merge Wizard. Select your document type. Select the starting document. Select recipients. Write the letter and add custom fields.

How do I merge Excel data into Word document?

0:47 2:33 Suggested clip Use Mail Merge in Word 2010 to create documents automatically YouTubeStart of suggested client of suggested clip Use Mail Merge in Word 2010 to create documents automatically

How do you insert a merge field in Word?

Click or tap where you want the merge field. Choose the down-arrow under Insert Merge Field, and select a field. If you don't see your field name in the list, choose Insert Merge Field. Choose Database Fields to see the list of fields that are in your data source. Choose Insert.

What are the six steps of mail merge?

Step 1: Select the Document Type. Step 2: Start the Document. Step 3: Select Recipients. Step 4: Write Your Letter.

How do I merge fields in Word?

Click or tap where you want the merge field. Choose the down-arrow under Insert Merge Field, and select a field. If you don't see your field name in the list, choose Insert Merge Field. Choose Database Fields to see the list of fields that are in your data source. Choose Insert.

What does a merge field do?

Answer: A Merge Field is a field that you input into a document template that auto-fills value automatically when generating a document for a contact or client. For example, you have created a template that says Hi [clients first name].

How do I format a mail merge field in Word?

Select the field, such as Amount, as shown in this example. Press [Alt] + F9 to reveal the field coding. Edit the field by simply inserting a numeric switch code to the end of the field. Press [Alt] + F9 again.

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