Using Mail Merge

Using Microsoft Word

3 Hours
Versions 2003 or 2007

This instructor-led course, through lecture and hands-on exploration, will show you how to work with Word’s Mail Merge in detail. It is geared for users who need to create form letters, mailing labels, and envelopes from various lists from Word, Excel, Access, etc.

What is Mail Merge?

Understanding Document Types

Setting Up the Main Document

Specifying the Data Source

Editing a Data Source

Inserting Merge Fields into the Main Document

Merging Data

Previewing the Merged Data

Merging the Data Source with the Main Document

Customizing Merged Documents

Reviewing the Word Fields for Mail Merge

Inserting Fill-in Fields

Viewing the Field Codes

Inserting If…Then…Else fields

Merging to Envelopes and Labels

Merging to Envelopes

Merging to Labels

Merging to a Directory

Creating a Directory Merge

Using Keep with Next

Applying Columns

Working with the Data Source

Sorting the Data Source

Filtering the Data Source

Using Data Sources

Using Excel as a Data Source

Using Access as a Data Source

Find us

Are you interested in a class for one or a few students? Consider taking a public class. View our public training schedule for dates.

Or, are you intersted in scheduling a private group class at your office or at Softek? Learn more about our private group training.

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