Prepare Your Mail Merge Template
Add a Heading 1 at the top of your template.
If you don’t want the heading to appear in the printed letter, format it as hidden text (for example, change the font colour to white).
The Heading 1 ensures Word can split the merged file into individual documents.
Finish and Merge to Create an Editable Document
In Word, click Finish & Merge, then select Edit Individual Documents.
Word generates a new file containing all merged letters in one document.
Switch to Outline View
In the merged document, click View on the top ribbon.
Select Outline to see the document in structured view.
Outline View allows you to break the combined document into subdocuments.
Create Subdocuments
Press Ctrl + A to select the entire document.
Click Show Document to expand the Master Document tools.
Click Create to generate subdocuments for each merged letter.
Your individual documents are now created as linked subdocuments.
Save as a Master Document
Click Collapse Subdocuments to tidy the view.
Save the file to your chosen folder.
The saved file becomes a Master Document containing links to each individual file.
Access the Individual Files
You can open the individual documents in two ways:
Option 1:
Click each subdocument link inside the Master Document.
Option 2:
Open the folder where you saved the files and open the documents directly.
📌 Note: Each file is saved with a unique filename, which makes them suitable for bulk uploading into Donorfy (see Uploading Documents in Bulk).