Proudly serving the D.C. metro
area for over 25 years.

Softek Services, Inc.
1156 15th Street, NW, Suite 100
Washington, DC 20005
(202) 747-5000

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Using Mail Merge
in Microsoft Word

Version 2010 • 2013 • 2016

3 Hours

Learn to work in-depth with Word’s Mail Merge feature.  The class covers setting up a variety of merge document types to facilitate generating form letters, envelopes, labels and directories.  Students will also learn how to customize documents to meet the unique needs of recipients, sort and filter the outputs, and merge data from a variety of external data sources.

Course objectives:

  • Setup a variety of merge documents types
  • Create new data sources or specify an existing or external data source
  • Insert standard merge fields as well as fill-in and if-then-else fields
  • Merge to various outputs: form letters, envelopes, labels, and directories
  • Sort and filter the merge outputs

Creating Merge Documents

  • Understanding Document Types
  • Setting Up the Main Document
  • Creating a Letter Mail Merge
  • Creating the Data Source in Word
  • Saving the Data Source
  • Editing the Data Source
  • Updating the Data Source
  • Inserting Merge Fields into the Main Document
  • Performing the Mail Merge
  • Previewing the Merged Data
  • Merging the Data Source with the Main Document
  • Merging to Envelopes Using an Existing Data Source
  • Creating Mailing Labels

Customizing Merged Documents

  • Reviewing Additional Merge Fields
  • Inserting Fill-in Fields
  • Viewing the Field Codes
  • Inserting If…Then…Else Fields


Merging to a Directory

  • Creating a Directory Merge
  • Using Keep with Next
  • Applying Columns

Sorting and Selecting Records

  • Sorting the Data Source
  • Filtering the Data Source

Using Other Data Sources

  • Using Excel as a Data Source
  • Using Access as a Data Source

View Upcoming Schedule or Register for a Class

Is this the right course for you? Please contact our office at (202) 747-5000 if you have any questions.

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Public Class

This class is only offered for private groups.

Private Group Classes

Any two 3-hour Microsoft classes must be scheduled on the same day to receive pricing (9 to 12pm and 1 to 4pm).

Conducted at Your Office

$500 flat fee for up to 8 students
$550 flat fee for up to 12 students
$35 per additional student

Conducted at Softek’s Facility

$575 flat fee for up to 8 students
$625 flat fee for up to 12 students
$35 per additional student

Have more or less students? Or, need to schedule more than one training day? Click here for a price quote based on your training needs. 

Why choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee