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Lesson 5: Using Mail Merge

Lesson ObjectivesAfter studying this lesson, you will be able to:

Work with the Mailings tab on the Ribbon

Work with data sources

Create main documents

Conduct a mail merge

Work with merge problems

Generate envelopes and mailing labels with Mail Merge

2

Understanding Mail Merge ConceptsHow it works

Main document

Data source

Merge document

Benefits of using mail merge

Saves time

Reduces errors

3

Understanding Mail Merge Concepts

Data source

Main document

Merge document

4

Working with Mail MergeSpecify the type of main document, such as letters, envelopes, and labels

Either identify an existing data source or create a new data source

Edit the data source

5

Data SourcesPre-defined fields

Customize fields to meet your needs

6

You can't merge a portion of a field: More Fields = More Flexibility

Data SourcesCustomize an address list

Choose fields to delete or move to a new location in the list

Add new fields to the list

7

Data SourcesManage your address list

Sort

Filter

Check

Edit

8

Data SourcesEdit records

9

This dialog box looks and operates like the New Address List dialog box.

Main DocumentsSet up your main document

Address block

Greeting line

Fields

10

You can customize the address block and greeting line.

Conducting a Merge

Preview results before executing the merge

Several options for completing the merge

11

Merged documents are rarely saved.

Merge ProblemsCommon problems

Problem Solution

Typo, punctuation mistake, or formatting inconsistency

Fix the Main Document

Missing data Fix the Data Source

Incorrect data in fields Fix the Data Source

12

Try the solution and then remerge the document.

Using Envelopes with Mail MergeGenerate envelopes with Mail Merge

13

Choose the size of the envelope in Envelope Options.

Using Labels with Mail MergeGenerate labels with Mail Merge

14

Return to the FastCourse Word 2007 Level 1 book page

Lesson 5: Using Mail Merge