Skip to main content
Skip table of contents

Selecting the mail merge method for a word document

The first step of creating a mail merge is to select the method that will be used.


To select the mail merge method
  1. Find and select your contacts. See Finding and opening clients and contacts or Finding and opening suppliers (AE).
  2. Click Mail merge wizard on the Tasks bar. The Mail Merge Wizard — Select the mail merge method window opens.
  3. Select the Word document mail merge - create letter or label option.
  4. Click Next. The Mail Merge Wizard — Select a Word template for the letters or labels window opens ready for you to select the template.
  5. Proceed to Selecting a Word template.







JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.