Independently of the original source of your data, a database, a list manually laid out, external discs of Outlook,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
- 1. On Step 3 of 6 in the Mail Merge task pane, click Edit recipient list.
- 2. Select the data source.
 - 3. Click Edit, and then make the changes you want to the fields.
- 4. To add records to the merge, select any existing record, and then click New Entry.
- 5. To remove the selected record from the data document permanently, click Delete Entry.
- 6. Click OK.
- 7. 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.
- 8. When you’re done, click OK.
- 9. Click Next: Write your letter on the task pane to display Step 4 of 6.
Did You Know?
You can refine the data source manually.
In the document, click the Mailings tab, click the Edit Recipient List
button, and then make the changes you want, and any related options, if
prompted.
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