How to Edit a Data Source in MS Word 2007

How to Edit a Data Source in MS Word 2007 thumbnail
How to Edit a Data Source in MS Word 2007

According to Microsoft Office Online, "A data source is a file that contains the data that varies in each copy of a merged document." The data source may be created in Excel, Access, a database application or even Word. The data source is set up as a table of rows and columns. It's often used in Word for a mail merge. You can access and edit a data source during a mail merge in Word 2007.

Instructions

    • 1

      Open a new document you want to use for the mail merge.

    • 2

      Select the "Mailings" tab. Then choose "Start Mail Merge" and "Mail Merge Wizard."

    • 3

      Follow the wizard and pick the type of mail merge you want to perform in the "Mail Merge" task pane. Then click "Next: Starting document."

    • 4

      Select your starting document, then click "Next: Select recipients."

    • 5

      Select "Use an existing list." Then click on "Browse" to retrieve the data source file you want to use.

    • 6

      Go to the "Data Source" section of the "Mail Merge Recipients" dialog box. Then select the source file from the text box.

    • 7

      Click the "Edit" button to edit the data source.

    • 8

      Use the up and down arrow keys (on your keyboard) to move between records in the "Edit Data Source" dialog box. Click "Find" to locate a record quickly.

    • 9

      Place your cursor in the text field you want to edit and type over any data you want to replace. To insert a new record, click the "New Entry" button. Then add an entry and click "OK."

    • 10

      Choose "Yes" if Word asks to update the recipient list and save the changes to the data source file.

    • 11

      Click "OK" to close the "Mail Merge Recipients" dialog box.

    • 12

      Follow the wizard to complete the mail merge. Then click the "Save" button in the Quick Access Toolbar to save your work.

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  • Photo Credit Siri Stafford/Digital Vision/Getty Images

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