Editing the Data Source

Regardless of the original source of your data, an external database, manually prepared list, Outlook records, or an Address List that you created within the Mail Merge Wizard, periodically you will want to make some changes to the data before completing the merge. The time to do so is in Step 3 of 6 of the Mail Merge Wizard.

Edit a Data Document

On Step 3 of 6 in the Mail Merge task pane, click Edit Recipient List.

Select any existing record.

Click Edit, and then make the changes you want to the fields.

To add records to the merge, select any existing record, and then click New Entry.

To remove the selected record from the data document permanently, and then click Delete Entry.

Click Close.

If you want to retain the record in the data document, but exclude it from the merge, clear the check mark next to the record.

All records begin selected by default and must be manually deselected from the merge.

When you're done, click OK.

Click Next: Write Your Letter on the task pane to display Step 4 of 6.