SECTION 2
Lesson 2.1: Mail Merge Using the Wizard

   

 

 

The last type of document you can create with the mail merge wizard is a directory, a printed list of names and addresses.

 

Step 2 for this type is the same as other types of documents: you can use the current document, use an existing document, or use a template. (The Directory template can be found under the Publications tab of the Templates dialog box. You can also choose various styles of address lists from the Mail Merge tab.) For this sample, we’re going to use a blank document.

 

Step 3 is the same as well; select who is going to be included in your directory. You can use an existing list, use your Outlook contacts, or create a new list.

 

Then, in Step 4, you can arrange your directory. This is where the More Items link can come in handy; you can include any fields you want in your directory. Or, you can use the Address Block link to insert a standard address block. You should create one set of fields that you want to apply to all directory members, and make sure that your cursor is a few lines below those fields to make sure your members don’t run together. Here’s an example:

 

 

Then, click Next to preview your directory. Remember that only one contact will be displayed here.

 

 

If everything looks OK, click Next to complete the merge. In Step 6, you must merge to a new document. Once you click that link, you will have to click OK in the Merge to New Document dialog that we saw earlier. Then, your directory will appear in the new document while the merged document will stay open in case you need to make changes.

 That’s all there is to creating a directory!