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In the Data Merge Manager, in the Data Source section, click GET DATA » select New Data Source. If the Data Merge Manager is not displayed, from the Tools menu, select Data Merge Manager While creating your data source, you can add or remove fields to suit your needs. Before creating the data source, take a moment to plan out the information you want to include. Creating a New Data SourceĪfter selecting the main document type, creating a new data source is the second step when using the Data Merge Manager. This document covers the following topics:įor more information on the data source, refer to The Data Merge Manager: An Overview. Mail Merge allows you to specify which individual entries you want to include, as well as add and delete data document entries and fields. You may also wish to alter the entries in your data source without having to open it, change the appropriate entries, and then save the changes. You can either create a new data source or use a pre-existing source. If you are creating a mailing list, for example, names and addresses will be included in your data source. This contains the information that will vary with each record, such as names or identification numbers. This article is based on legacy software.įor a successful Mail Merge, you will need to establish a recipient list, also referred to as the data source. (Archives) Microsoft Word 2003: Mail Merge: Working with the Data Source