If you already have a contact sheet in Excel, skip ahead to importing the Excel contacts instead.

FirstName - Your contacts’ first names will go in this column (cell A1). LastName - Your contacts’ last names will go in this column (cell B1). Tel - Your contacts’ phone numbers will go in this column (cell C1). StreetAddress - Your contacts’ street addresses will go in this column (cell D1). City - Your contacts’ cities of residence will go in this column (cell E1). State - Your contacts’ states of residence will go in this column (cell F1). ZIP - Your contacts’ ZIP codes will go in this column (cell G1). Email - Your contacts’ email addresses will go in this column (cell H1).

FirstName - Your contacts’ first names will go in this column (cell A1). LastName - Your contacts’ last names will go in this column (cell B1). Tel - Your contacts’ phone numbers will go in this column (cell C1). StreetAddress - Your contacts’ street addresses will go in this column (cell D1). City - Your contacts’ cities of residence will go in this column (cell E1). State - Your contacts’ states of residence will go in this column (cell F1). ZIP - Your contacts’ ZIP codes will go in this column (cell G1). Email - Your contacts’ email addresses will go in this column (cell H1).

Make sure that this information is accurate before proceeding.

Windows - Click File, click Save As, double-click This PC, click a save location on the left side of the window, type the document’s name into the “File name” text box, and click Save. Mac - Click File, click Save As. . . , enter the document’s name in the “Save As” field, select a save location by clicking the “Where” box and clicking a folder, and click Save. Keep in mind your selected save location—you’ll need to find the Excel spreadsheet later.

If you have an existing Microsoft Word document into which you want to import the Excel contacts, you’ll instead double-click it to open it and skip the next step.

If you ever want to use Outlook contacts instead, you can select the Choose from Outlook Contacts option in the drop-down menu. You can also type a temporary list of contact information into Word by selecting the Type a New List option. This is useful when you only need to create a handful of contacts’ information.

Make sure that the “First row of data contains column headers” checkbox at the bottom of this window is checked.

Make sure that the “First row of data contains column headers” checkbox at the bottom of this window is checked.

You may have to click the Mailings tab again before doing this.

You may have to click the Mailings tab again before doing this.

For example, you would click FirstName in the drop-down menu if you wanted to insert a tag for contacts’ first names.

Edit Individual Documents - Opens each recipient’s document, allowing you to personalize further the documents. Print Documents. . .

  • Allows you to print out a copy of your document for each individual listed in your contact sheet. Send Email Messages. . .
  • Allows you to send out the documents as emails. The contacts’ email addresses will be selected as the destination email addresses.