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Lesson 2: Selecting recipients from your source file

After you open the Mail Merge panel, you must select a file that includes a list of recipients first.

The file can be one of three file types: OpenDocument Spreadsheet (.ods), IBM Lotus Notes contacts (.nsf), or comma-separated values (.csv).

To select recipients:

Step
Action
1
In the Select Recipients section, click Browse to select the file recipients.ods that includes a list of recipients.
Note: If you select a spreadsheet that has more than one sheet, the Select Table window displays. Select the table that you want to use for the list of recipients and then click OK.
2
Click preview the recipients if you want to preview and edit the list of recipients. The preview window displays.
3
You want to send the newsletter to the first five recipients. In the preview window, clear the last two ones of the listed recipients.
4
Click Close to close the preview window.
5
Click create a new document if you want to create a new document based on the current selection of recipients. This step creates a new document in which the Mail Merge panel automatically displays and the current data source and selection of recipients is automatically applied.
6
Click create an envelope if you want to create a new envelope based on the current selection of recipients. This step creates a new document in which the Mail Merge panel automatically displays. The current data source and selection of recipients is automatically applied, and the Create Envelope window automatically displays.