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Merging to E-Mail

Instead of merging data to create a form letter you can print, you can merge data to an e-mail document. The steps to merge an e-mail document rather than a letter are essentially the same, but there are a few small differences.

Mail Merge to E-Mail

On Step 1 of 6 in the Mail Merge task pane, click the E-Mail Messages option.

Click Next: Starting Document on the task pane to display Step 2 of 6.

Click a starting document option (such as Use The Current Document).

Click Next: Select Recipients on the task pane to display Step 3 of 6.

Click a recipient option (such as Use An Existing List or Type A New List).

Click Browse, double-click a data document, and then click OK to select the mail recipients.

Click Next: Write Your E-Mail Message on the task pane to display Step 4 of 6.

Type your e-mail, click a location in the document, and then click one of the field items on the task pane (such as Address Block or Greeting Line), select the options you want, and then click OK.

Click Next: Preview Your E-Mail Message on the task pane to display Step 5 of 6.

Preview the data in the letter, and then make any changes.

Click Next: Complete The Merge on the task pane to display Step 6 of 6.

Click Electronic Mail.

Select the mail format you want to use, normal text, HTML mail, or sending the document as an attachment.

Specify the range of records you want to send, and then click OK.


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