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Creating a Form Letter

To create a form letter, you need a text document that contains fields for address data, and an address database. Then you combine or merge the address data and the text document to either print the letters or send them by email.

If the document is in HTML format, any embedded or linked images will not be sent with the email.

The Mail Merge Wizard helps you to create form letters.

To create a form letter

  1. Choose Tools - Mail Merge Wizard.

You will see the Mail Merge Wizard dialogue box. The following is an example of one of many possible ways to navigate the wizard's pages:

  1. Select Start from a template, and click the Browse button.

You will see the New dialogue box.

  1. Select Business Correspondence in the left list, and then "Modern" business letter in the right list. Click OK to close the Templates dialogue box, and click Next in the wizard.

  2. Select Letter and click Next.

  3. On the next step of the wizard, click the Select Address List button to check that you are using the correct address list. If you want to use an address block, select an address block type, match the data fields if necessary, and click Next.

  4. Next follows the Create a salutation step. Unmark the Insert personalised salutation check box. Under General salutation, select the salutation that you want on top of all letters.

  5. If you want to place mail merge fields anywhere else in the document select the corresponding column in your address data source and then drag-and-drop the column header into the document where you would like the field to be. Be sure to select the entire column.

  6. Click Next and finally Finish to create the mail merge.