Uploaded July 2025 | Updated September 2026, 1 week ago
Learn how to mail merge from Excel into Microsoft Word and automatically save each merged record as a separate Word document. Whether you’re working with letters, contracts or reports, this will save you a ton of time.
This hands-on tutorial walks through every step, from merge fields to auto-naming files using first and last names. No add-ins or coding required!
🌟***OTHER VIDEOS YOU MIGHT ENJOY***🌟
• Mail merge address labels with Word and Excel: youtu.be/efwtPGdOWGI
• Mail merge letters with Word and Excel: youtu.be/yD4yf6mzeDI
• Mail merge envelopes with Word and Excel: youtu.be/LVU3QlI6Q2Y
🌟***TIMESTAMPS***🌟
00:00 – How do you mail merge and save individual separate documents?
00:21 – Start the mail merge in Microsoft Word by selecting the data source in Excel
01:19 – Inserting merge fields in Microsoft Word
01:45 – IMPORTANT: Adding a Heading 1 style to the top of your document
03:34 - Finishing the mail merge to edit individual documents (but not really!)
04:01 – Changing to Outlining mode
04:27 – Creating new individual documents
05:06 – Saving individual documents as first name last name
06:00 – How to handle a date as the first line in your document
Learn how to mail merge from Excel into Microsoft Word and automatically save each merged record as a separate Word document. Whether you’re working with letters, contracts or reports, this will save you a ton of time.
This hands-on tutorial walks through every step, from merge fields to auto-naming files using first and last names. No add-ins or coding required!
🌟***OTHER VIDEOS YOU MIGHT ENJOY***🌟
• Mail merge address labels with Word and Excel: youtu.be/efwtPGdOWGI
• Mail merge letters with Word and Excel: youtu.be/yD4yf6mzeDI
• Mail merge envelopes with Word and Excel: youtu.be/LVU3QlI6Q2Y
🌟***TIMESTAMPS***🌟
00:00 – How do you mail merge and save individual separate documents?
00:21 – Start the mail merge in Microsoft Word by selecting the data source in Excel
01:19 – Inserting merge fields in Microsoft Word
01:45 – IMPORTANT: Adding a Heading 1 style to the top of your document
03:34 - Finishing the mail merge to edit individual documents (but not really!)
04:01 – Changing to Outlining mode
04:27 – Creating new individual documents
05:06 – Saving individual documents as first name last name
06:00 – How to handle a date as the first line in your document
