How To: Send a Mail Merge Using a Shared Mailbox

Summary

Microsoft Word's mail merge normally sends emails from the default Outlook email account that is setup in a user's Outlook profile.  This article assists our users that are members of a shared mailbox with setting up their default email in Outlook before sending a mail merge from a shared mailbox instead of their individual, Tarleton email account.

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Ensure the Shared Mailbox is Added to Outlook

Please see the Tarleton OITS Knowledge Base Article How To: Add a Shared Mailbox to Outlook to complete this step first before moving onto the next section below. 

 

Set the Shared Mailbox/Email Account as the Default Email to Send As

Step 1:  Click "File" on the top toolbar/navigation bar in your Outlook. 

Outlook "File" selection

 

 

 

Step 2:  Click on "Options" in the bottom, left-hand corner of the selection window.

Screenshot of Options setting in Outlook

 

Step 3:  In the pop-up window, select "Mail" and then scroll down to the "Send Messages" section.  Click the check box next to "Always use the default account when composing new messages" to ensure that it is selected.  Then click "OK" to save your changes. 

Screenshot of Send Messages options in Outlook to select the check box for always using the default account when composing new messages

 

Step 4:  Click "File" on the top toolbar/navigation bar in your Outlook again.

 

Step 5:  Click "Account Settings" and select "Account Settings" again from the drop down menu that appears.

Screenshot of Account Settings options in Outlook

 

Step 6:  Under the "Email" tab, select/highlight the shared mailbox/email address from the list of available emails, then select the "Set as Default" option. Screenshot of Account Settings under the Email tab being set to the shared mailbox as the default

 

Step 7:  Under the "Data Files" tab, select/highlight the shared mailbox/email address from the list of available emails, then select the "Set as Default" option as well.  Then select "Close."

Screenshot of Account Settings under the Data Files tab being set to the shared mailbox as the default

 

Step 8:  Proceed to send the mail merge through Microsoft Word.  After sending the mail merge successfully, please revert the default mailbox settings back to the user's individual, Tarleton account as shown in Steps 6 & 7 so any future emails can be sent through the user's regular Tarleton email address again. 

Details

Details

Article ID: 17775
Created
Tue 4/22/25 4:46 PM
Modified
Tue 4/22/25 5:10 PM