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Using Mail Merge in Microsoft Word

3 Hours

Course Overview

Learn to work in-depth with Microsoft 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

Course Outline

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


Cost and Delivery Format Options

We offer the above listed class as a private group class in the following delivery formats. Any two 3-hour Microsoft classes must be scheduled on the same day to receive pricing (9:00 am to 12:00 pm and 1:00 pm to 4:00 pm).

Private Group Class: Live Virtual
1-4 students $850
5-8 students $1000
9-12 students* $1100
*$35 per additional student
Private Group Class: At Your Location
1-4 students $1100
5-8 students $1250
9-12 students* $1350
*$35 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $150 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 15+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee