About this Course
Elements of this syllabus are subject to change.
This in-depth one-day instructor-led course provides students with the knowledge and skills to take advantage of the powerful mail merge feature in Microsoft Word. Attendees will be able to use the Microsoft Word mail merge feature in the efficient production of form letters, mailing labels, name badges, membership lists and other documents, so that repetitive tasks can be streamlined. Data can be taken from a Word document, Excel spreadsheet, or Outlook contacts. Attendees will learn how to fully maximize the potential of the mail merge feature.
Audience Profile
This course is intended for Information Workers.
At Course Completion
After completing this course, students will be able to:
Identify the components of a mail merge.
Create a simple mail merge.
Create merged letters.
Identify additional mail merge options.
Use word fields
Prerequisites
Before attending this course, students must have:
Experience with Microsoft Office 2003
:: Course 50085A ::
Module 1: Components of a Mail Merge
This lesson describes the purpose of mail merge, the types of documents that can be created, and the main elements of mail merge.
Lessons
Maximizing Efficiency with Mail Merge
What Can Mail Merge Do?
Anatomy of a Mail Merge
Main Document
Data Source (Data Files)
New Set of Documents
Module 1 Review
After completing this module, students will be able to:
Describe the purpose of mail merge.
Identify the five types of documents that can be created with mail merge.
Identify the three main elements of mail merge.
Describe the purpose and contents of the main document.
Describe the purpose and contents of the data source.
Describe the purpose and function of the new set of documents.
Module 2: Creating a Simple Merge
This lesson describes how to create a simple merge by creating merged envelopes and using existing data sources.
Lessons
Creating Merged Envelopes
Step 1: Selecting Document Type
Step 2: Specifying Envelope Options
Step 3: Selecting Recipients
Step 4: Arranging the Envelope (Main Document)
Step 5: Preview
Step 6: Complete the Merge
Module 2 Practice
Create merged envelopes.
:: Course 50085A ::
Lab : Create merged envelopes.
After completing this module, students will be able to:
Use the Mail Merge task pane.
Select the type of document to be used in the mail merge process.
Set up the envelope layout and specify the envelope options.
Select recipients by connecting to a data source where the records are kept.
Arrange the main document by adding content into the document.
Preview the document before completing the mail merge process.
Specify options for completing the mail merge process.
Module 3: Creating Merged Letters
This lesson describes how to create merged letters by using the Mail Merge toolbar and creating a new data source.
Lessons
Displaying the Mail Merge Toolbar
Starting Mail Merge with the Toolbar
Creating the Data Source
Preparing the Main Document (Letter)
The Mail Merge Toolbar
Module 3 Practice
Create a mail merge letter.
Lab : Create a mail merge letter.
After completing this module, students will be able to:
Use the Mail Merge toolbar and describe its purpose.
Begin the mail merge process by using the Mail Merge toolbar.
Create the data source that will be used for the mail merge.
Prepare the main document that will be used for the mail merge.
Identify the Mail Merge toolbar buttons and describe their functionality.
:: Course 50085A ::
Module 4: More Mail Merge Options
This lesson describes additional mail merge options that can be used during the mail merge process.
Lessons
Filtering Recipients Using AutoFilter
Filtering Recipients Using Advanced Filter
Sorting Merged Records
Creating Mailing Labels
Merging With an Outlook Data Source
Module 4 Practice
Create a mail merge directory.
Lab : Create a mail merge directory.
After completing this module, students will be able to:
Filter records so that only those records that meet specified criteria will be merged.
Filter recipients so that only those recipients that meet specified criteria will be merged.
Specify data sorting criteria so that the list of records appears as desired.
Identify the label options that can be used for creating mailing labels.
Use the Mail Merge task pane to merge records from an Outlook contact list.
Module 5: Using Word Fields
This lesson describes word fields and how to use them to add additional criteria that can be used to customize a mail merge.
Lessons
Using Word Fields
Using Word Fields - Merge Record #
Using Word Fields - Fill-In
Using Word Fields - Ask
Using Word Fields - If-Then-Else
Module 5 Practice
Create a re-order inventory list.
:: Course 50085A ::
Lab : Create a re-order inventory list.
After completing this module, students will be able to:
Describe the purpose of word fields and how they can be used to further customize a mail merge.
Use the Merge Record # field to add unique numbers to documents.
Use the Fill-In field to provide user input which is placed in a single location in the mail merge document.
Use the ASK field to provide user input which is placed in a multiple locations in the mail merge document.
Use the If-Then-Else field to customize mail merge documents based on the value of another field or multiple fields.
Programme scope, delivery arrangements and suitability are confirmed during enquiry.