Now your template is all set for merging! You can reuse this template for later mail merges. If you wish to view what your filled out template looks like in Word, click “Mailings” > “Preview Results”.In Word, click “Mailings” > “Insert Merge Field” and select the field you wish to place in the document. Place fields in the template where necessary.

To do this in Microsoft Word 2016, click “Mailings” > “Select Recipients” > “Use an Existing List” and find your. mer file that you exported earlier as your data source.

Create a document with your preferred word processor.In case you don’t, however, the process is very straight forward: mer file is certainly the easiest to create from FileMaker.īecause mail merging has been around for a while, many people will already have their templates ready. Your mail merge data source can be other file types, but a. In the “Specify Field Order for Export” dialog, chose the fields you want to be able to merge in your template file and click export.Click “File” > “Export Records,” change the file type to “Merge,” and choose where you want to save your file.In your FileMaker system, get into the found set of records you would like to merge with your template.In order to prepare your FileMaker records for mail merging, you need to export them as a.

If you do not have Microsoft Word, there are plenty of other free word processors out there that are able to perform mail merges. In this example, we will be using Microsoft Word to create a template, and FileMaker as the data source. To create a mail merge, you need two things: a template and a data source.

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