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Return to the FastCourse Word 2007 Level 1 book page
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