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(Archives) Microsoft Word 2003: Mail Merge: Working with the Recipient List
Last updated Monday, Aug. 31, 2020, at 10:35 a.m.
This article is based on legacy software.
For a successful Mail Merge, you will need to establish a recipient list, also referred to as the data source. This contains the information that will vary with each record, such as names or identification numbers. If you are creating a mailing list, for example, names and addresses will be included in your data source.
You can either create a new data source or use a pre-existing source, such as your Outlook Contacts. 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. Mail Merge allows you to specify which individual entries you want to include as well as add and delete data document entries and fields.
Creating a New Data Source
Before creating the data document, take a moment to plan out the information you want to include. While creating your data document, you can add or remove fields to tailor the document to suit your needs. Creating a new data source is an option in the third step of the Mail Merge Wizard.