9-8 Creating a Word doc from an Excel list

Purpose: To create a Word document from an existing Excel list (using Mail Merge function of Word)

  1. Open Word
  2. Click on Mailings tab
  3. Click Start Mailing merge
  4. Choose Directory
  5. Click Select Recipients
  6. Choose Use Existing List
  7. From the Select Data Source box, find and choose your Excel file
  8. Click Ok in the Select Table Box
  9. Click Insert Merge Field
  10. From the dropdown list, choose the fields that you wish to appear in each entry
  11. Format the fields as needed (add bolding, bullets, etc.)
  12. Click Preview Results to see how your entries will appear and make adjustments if necessary
  13. Click Finish and Merge
  14. Click Edit Individual Documents
  15. In the Merge to New Document box, choose All and click Ok
  16. Your list will appear (it may take a minute or so depending on the length). Ready to edit and save.