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Chapter 30. Performing Mail Merges > Selecting the Document Type

Selecting the Document Type

Your first choice in the mail merge process involves selecting the type of document you want to create. Will you be sending a direct mail letter, an e-mail message, or a fax? Perhaps you want to start with envelopes and labels, or create a directory to store listings of data such as customer names and addresses, product info, and personnel contact data. Follow these steps to make your selection:

1.
Choose Tools, Letters And Mailings, Mail Merge. The Mail Merge task pane appears along the right side of the work area.

2.
In the Select Document Type section, choose the document you want to create for the merge operation.

Tip

If the Mail Merge toolbar is displayed in your work area, you can click Main Document Setup to display the Main Document Type dialog box. You can then click the document type you want to use and click OK.

3.
Once you’ve selected the type of document you want to create, click the Next link at the bottom of the task pane. The next step involves choosing the main document or form letter you want to use as the base document for the merge operation.


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