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[h=2]Applying Styles and Themes
[h=3]Challenge!
Use the Report or any Word document you choose to complete this challenge.
- Apply a style to one section of your document.
- Apply a style set to your entire document.
- Modify an existing style.
[h=2]Using Mail Merge
[h=3]Introduction Mail merge is a useful tool that will allow you to easily produce multiple letters, labels, envelopes and more using
information stored in a list, database, or spreadsheet. In this lesson, you will learn how to use the
mail merge
wizard to create a
data source and a form
letter, and explore other wizard features. Additionally, you will
learn how to use the Ribbon commands to access the mail merge tools outside of the wizard.
[h=2]Using Mail Merge
[h=3]Mail Merge
[h=5]To Use Mail Merge:
- Select the Mailings on the Ribbon.
- Select the Start Mail Merge command.
- Select Step by Step Mail Merge Wizard.
The Mail Merge task pane appears and will guide you through the
six
main steps to complete a mail merge. You will have many decisions to
make during the process. The following is an example of how to create
a form letter and merge the letter with a data list.
[h=2]Using Mail Merge
[h=5]To Use Mail Merge:
[h=5]
Steps 1-3
- Choose the type of document you wish to create. In this example, select Letters.
- Click Next:Starting document to move to Step 2.
- Select Use the current document.
- Click Next:Select recipients to move to Step 3.
- Select the Type a new list button.
- Click Create to create a data source. The New Address List dialog box appears.
- Click Customize in the dialog box. The Customize Address List dialog box appears.
- Select any field you do not need and click Delete.
- Click Yes to confirm that you wish to delete the field.
- Continue to delete any unnecessary fields.
- Click Add. The Add Field dialog box appears.
- Enter the new field name.
- Continue to add any fields necessary.
- Click OK to close the Customize Address List dialog box.
[h=2]Using Mail Merge
To Customize the New Address List:
-
- Enter the necessary data in the New Address List dialog box.
- Click New Entry to enter another record.
- Click Close when you have entered all your data records.
- Enter the file name you wish to save the data list as.
- Choose the location you wish to save the file.
- Click Save. The Mail Merge Recipients dialog box appears and displays all the data records in the list.
- Confirm the data list is correct and click OK.
[h=2]Using Mail Merge
[h=5]Steps 4-6Write a letter in the current Word document, or use an open, existing document.
[h=5]To Insert Recipient Data from the List:
- Place the insertion point in the document where you wish the information to appear.
- Select Address block, Greeting line, or Electronic postage from the task pane. A dialog box with options will appear based on your selection.
OR
- Select More Items. The Insert Merge Field dialog box will appear.
- Select the field you would like to insert in the document.
- Click Insert. Notice that a placeholder appears where information from the data record will eventually appear.
- Repeat these steps each time you need to enter information from your data record.
- Click Next: Preview your letters in the task pane once you have completed your letter.
- Preview the letters to make sure the information from the data record appears correctly in the letter.
- Click Next: Complete the merge.
- Click Print to print the letters.
- Click OK in the Merge to Printer dialog box.
- Click OK to send the letters to the printer.
The Mail Merge wizard allows you to complete the mail merge process in a variety
of ways. The
best way to learn how to use the different functions in Mail Merge is
to try to develop several of the different documents -- letters, labels, envelopes -- using
the different types of data sources.
[h=2]Using Mail Merge
[h=3]Challenge!
Use the Report or any Word document you choose to complete this challenge.
- Open a new, blank Word document.
- Open the Mail Merge task pane.
- Create a data list and practice adding and removing fields.
- Explore the different Mail Merge features until you are familiar with them.