Word 2010-Mail Merge

About the Class:

This workshop lasts 3 hours.

In this workshop, participants will explore the tools available for automating the creation of individually customized documents in Microsoft Word. Participants will create a data file using Word, and use that data file to create a merged document of a personalized workshop certificate. The second merged document created will involve transferring a data document from Word to Excel, modifying the data, and generating a form letter for a mass mailing. Participants will then create a third merged form letter that contains conditional merge fields, so two variations of the letter are created at once. The data set for this third merge will be a query from an Access database.

What You’ll Learn:

  • Create a merge data file in Microsoft Word
  • Use Microsoft Office documents as merge data sources
  • Populate a document with merge fields
  • Perform a mail merge
  • Create and execute conditional merges
  • Create merges for envelopes and label

What You Need to Know:

  • Create and save documents using Word
  • Format text
  • Sort information
  • Use the Task Pane

If you don’t have those skills, consider first taking the workshop:

  • Word 2010 – The Essentials

 

Resources

Word 2010(PC) Word 2011(Mac)
Microsoft Office: Mail Merge  Microsoft Office: Mail Merge