How to Save & Reuse a Word 2007 Mail Merge Template

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jarhtmd

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Jan 27, 2010
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I use mail merge only once a year, for holiday envelopes. So I'm unfamiliar with most of the options. My recipients are stored in Excel. I have saved a (single envelope) .docx with my return address and «FirstName» «LastName» «Address», etc. for recipient. But I don't know how to use it. Every year I have to start from scratch. Thankfully, I've made a checklist so that I don't have to learn everything anew each December.

It just makes sense to use the saved layout instead of redoing the whole process each time.

Where & how in the "Start Mail Merge/Envelopes/Select Recipients . . ." sequence do I tell it to use the saved layout (template)? Is a .docx the correct file type?
 

Keebellah

Hans
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Mar 27, 2008
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If you use the .docx file as the merge document that's no problem, just merge, print and then close without saving and reuse it the next year, I do exactly the same.
When you use the buttons on the ribbon you can also use it to generate a new document and it will do so for all the records, so if you have setup your paper size as envelope, you will gen the same number of pages as records, one for each
 
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