I use Word2007 mail merge only once a year, for holiday envelopes. So I'm unfamiliar with most of the options. My recipients are stored in Excel. I have saved a (single envelope) .docx with my return address and «FirstName» «LastName» «Address», etc. for recipient. But I don't know how to use it. Every year I have to start from scratch. Thankfully, I've made a checklist so that I don't have to learn everything anew each December.

It just makes sense to use the saved layout instead of redoing the whole process each time.



Where & how in the "Start Mail Merge/Envelopes/Select Recipients . . ." sequence do I tell it to use the saved layout (template)? Is a .docx the correct file type?