Merge Letters Using Microsoft Word

Letters are created when you merge your data file with the applicable form letter files. For specific procedures and information on how to use Microsoft Word to perform this merge and then print, contact the person on your data processing staff who is responsible for word processing, or refer to your Microsoft Word documentation.

Before starting the merge, click File > Open in Word, and select the directory where your letter files are stored. We recommend that all letter files and the data file are stored in the same directory.

The first time you try a merge, choose the option to limit to a small number of records. If there are any problems with the merge files, you can catch this without trying to merge every single record.