Step 6: Edit document and insert extra fields
In step 6 you have another opportunity to exclude particular recipients from the mail merge, as shown below.
Edit document.
You can also edit the body of the document. If you started with a blank document, you can write the whole letter in this step. Click Edit Document to shrink the wizard to a small window so you can easily edit the letter.
Minimized mail merge wizard.
You need to perform another important task in this step. The wizard only inserts information from the name and address fields, but you may wish to add additional data. In our example, we want to tell each person how many points they had accumulated during the year; that information is in the spreadsheet.
To do this:
- Click Edit Document in step 6 of the wizard.
- Select Insert > Fields > Other. The Fields dialog box opens, as shown below.
Insert mail merge fields dialog box.
- Click the Database tab.
- On the left hand side, select Mail merge fields.
- Under Database selection find your data source (in this example, it is a spreadsheet). Expand it to see the fields.
- Click the field you want to insert, then click Insert to insert the field. You can insert any number of fields any number of times into your mail merge document.
- Click Close when you are done.
| The Database selection lists the data source you selected in step 3. All the information you need for the letter must be contained in that data source.
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