Word Merge Mailings & Collating Documents

Getting Started

LetterStream does not offer built-in mail merge functionality, but you can still send mail-merged documents by completing the process in Microsoft Word and uploading the resulting PDF. This article walks you through how to do this and how to add personalized inserts to an existing job.

In This Article

• Performing a Mail Merge
• Uploading Merged Documents
• Adding Personalized Inserts
• Using the Collate Option

Performing a Mail Merge

To create a personalized mailing:

1. Complete the mail merge using Microsoft Word.
2. Generate and save the merged document as a PDF file.
3. Upload the final merged PDF to your LetterStream job.

Note: If you need help performing a mail merge, click here for a short tutorial.

Uploading Merged Documents

Once your PDF is ready:

• Login to your LetterStream account.
• Click Send Letter(s) to create a new job.
• Upload the merged PDF as your primary document.
• Make sure each page is in the correct order corresponding to the recipients.

Adding Personalized Inserts

To upload your mail merged PDF:

• Create a single PDF that includes the same number of pages per recipient.
• Ensure the page order in the PDF matches the recipient order in your mailing.
• Upload the PDF, setting the Number of Pages to the desired pages per recipient.

Using the Collate Option

To ensure inserts stay matched to the correct recipient:

• When uploading a PDF, check the “Collate?” box in the pop-up.
• If you've already uploaded the document, click the yellow pencil icon under the document thumbnail on the Review Inserts screen, then enable the Collate option.

Note: The collate option ensures each insert is bundled with the correct recipient's envelope.