Get Merging Is The Process Of Taking Two Separate Documents, A Data Source File And A Main

Merging documents is an efficient way to create personalized communications by combining a data source with a main document. This guide will walk you through the steps to successfully merge these documents online, ensuring that your final output is accurate and tailored to your needs.

Follow the steps to successfully merge your documents online.

1. Click the ‘Get Form’ button to obtain the merging form and open it in your online editor.
2. Choose the type of document you wish to merge into, this includes selecting whether you are merging letters, envelopes, or labels. Follow the prompts in the task pane and click ‘Next’ to proceed.
3. Connect to your data file that contains the unique information to be merged. This can be done by selecting from Outlook Contacts, using an existing list, or typing a new list. Ensure your data file includes relevant columns for your merge.
4. Select the specific records from your data file that you want to merge. You can filter or sort records to choose only those you wish to include in the final document.
5. Add merge fields to your main document. This involves inserting placeholders where your unique data will appear. Common fields include address blocks and greeting lines.
6. Preview the merged documents to check for accuracy. You can navigate through each document and exclude any records you do not wish to include.
7. Complete the merge by choosing to print, save, or share your documents as needed. Ensure everything is formatted and ready for your audience before finalizing.

Start merging your documents online today for efficient and personalized communication.