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• Open an existing Word document, or create a new one.

  • Click on Mailings in the top menu

  • Click on Start Mail Merge

  • Click on Step-by-Step Mail Merge Wizard from the drop-down menu

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The Mail Merge pane will appear and guide you through Six Steps below.

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• The Mail Merge task pane will be on the on the right side of the Word window

• Under document type: Click on Letters

• Under step 1 of 6: Click on Next: Starting document

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Step 2:

• Under starting document: Click on Use the current document

• Under step 2 of 6: Click on Next: Select recipients

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Step 3:

You'll need an address list so Word can automatically place each address into the document. The list can be in an existing file, such as the file you downloaded from Skyline.

• Use an existing list will be selected as default

• Under use an existing list: Click on Browse or Select A Different List to select the file

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• Browse to and highlight to the excel document you downloaded from Skyline and saved

• Click on Open

  

• Select Table will open: Click on OK

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The Mail Merge Recipients will be listed, all are ticked as default. You can uncheck recipients if needed.

• Click on OK

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• Under step 3 of 6: Click Next: Write your letter

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Step 4:

You’re now ready to create your invite letter template. When it's printed, the body of the letter will be the same; the only difference will the recipient data (such as the name and address).

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Note, it’s easier to insert all the fields you want in the letter first (won’t be in the right place) and then move them in the document.

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Note, remember to leave a blank space at the top of the document if you’re using practice headed paper. You could also paste in the practice header into the template if needed.

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You can also add a date

• Move the cursor in the document where you want the date to be inserted

• Click on the Insert tab in the Word menu

• Look across the menu for the Text section

• Click on Date & Time

• Select the date format you want

• Tick Update Automatically

• Click on OK

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Your template will now have the date populated

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• Under step 4 of 6: Click on Next: Preview your letters

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Step 5:

The first recipient name and address will be populated into the letter. Note, if there’s blanks in the address, for example address line 4, this is because there’s no data in this field.

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• Under Merge: Click on Print to print the letters

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• Decide if you want to print All of the letters, the current document (1 letter), or only a select group

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