Shared Mailbox: How to perform a mail merge in Microsoft Word from a shared mailbox

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Overview

Microsoft Word's mail merge feature only sends emails from Outlook's default email. This article instructs how to add a shared mailbox to Outlook and set it as the default email so the mail merge will send emails from the shared mailbox instead.

Instructions to add a shared mailbox to Outlook can be found in this article.

Instructions

Change Default Email To Shared Mailbox

Step 1: In Outlook, click File along the top menu bar.

Step 2: Inside the File menu, click Account Settings and then Account Settings again.

Step 3: On the Email tab, select your shared mailbox account, then click Set as Default. A black checkmark icon should appear next to that account. When confirmed, click Close at the bottom right.

Step 4: Proceed with the Mail Merge operation in Microsoft Word. When the Mail Merge is complete, follow the next steps to set your NetID@utk.edu email account back to the default.

Change Default Email Back to Your Personal Account

Step 1: In Outlook, click File along the top menu bar.

Step 2: Inside the File menu, click Account Settings and then Account Settings again.

Step 3: In the Email tab, select your NetID@utk.edu account, then click Set as Default. A black checkmark icon should appear next to that account. When confirmed, click Close in the bottom right.