Creating a Blank Mail Merge Template with Header & Footer

Creating a Blank Mail Merge Template with Header & Footer

InfoThis article is part of the Mail Merge section.

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Using headers and footers in your document template helps brand your documents and identify them as originating from your company.  Set this up once, then save it as a blank template, for easier future template creation.

Run the process twice: once for the header, then for the footer.

To get started:
  1. Open a blank Word document.

  2. Click the Insert tab on the main menu ribbon

  3. Select either Header or Footer:



  4. Word will display a dotted line in the selected area, allowing you to edit it:



To add text or images:
  1. Add any header or footer text as needed.

  2. Insert an image by dragging it or selecting Pictures from the Insert menu.
    1. Browse for the image you want to use and select it to add it.

To reposition the image:
  1. Click the image and drag it.

  2. Resize the image using the sizing handles around its border:



To control the image's positioning:
  1. Click the image to open the Layout Options menu:



  2. Select Behind Text to prevent the header from overlapping the document text.

  3. Select Fix position on page to keep the image in place.
Idea
After setting up the header, scroll to the bottom and double-click the footer to edit it.

Saving the document:
  1. When you're happy with the header and footer, save the document.

  2. Name the template clearly, such as "Mail Merge Blank Template Header and Footer".

  3. Save it in a shared folder for easy access by others in your company.

Notes
The location of the header and footer template can be specified in the system option "Mail Merge Header Path".

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