Using iManage Work documents to perform a mail merge in Microsoft Word

From version 10.6.0 onwards, iManage Work Desktop for Windows supports mail merge. You can use the Select from iManage option available on the Mailings ribbon to select your starting and datasource files to perform mail merge. Alternatively, you can select the Start Mail Merge > Step-by-Step Mail Merge Wizard available on the Mailings ribbon to perform mail merge.

When you select a file in which mail merge was previously performed, the following message is displayed.

Figure: Message displayed when selecting files on which mail merge was previously performed

Select No to continue performing the mail merge.


  • Any changes made to the recipient list using the Edit Recipient List option is not updated in datasource file in iManage Work. Edits should be made in the datasource file in iManage Work prior to performing the mail merge.

  • The recipient file or the datasource file is downloaded to the Recent folder on your machine and is deleted when the action is completed.

  • All the operations are supported in the Offline mode.