Return to the Word 2007 web page Lesson 5: Using Mail Merge.

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Presentation transcript:

Return to the Word 2007 web page Lesson 5: Using Mail Merge

2 Understanding Mail Merge Concepts  How 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 Merge Specify 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 Sources You can’t merge a portion of a field: More Fields = More Flexibility Pre-defined fields Customize fields to meet your needs

6 Data Sources  Customize an address list Choose fields to delete or move to a new location in the list Add new fields to the list

7 Data Sources  Manage your address list  Sort  Filter  Check  Edit

8 Data Sources  Edit records This dialog box looks and operates like the New Address List dialog box.

9 Main Documents  Set up your main document  Address block  Greeting line  Fields You can customize the address block and greeting line.

10 Conducting a Merge Preview results before executing the merge Merged documents are rarely saved. Several options for completing the merge

11 Merge Problems  Common problems Try the solution then remerge the document. ProblemSolution Typo, punctuation mistake, or formatting inconsistency Fix the Main Document Missing dataFix the Data Source Incorrect data in fieldsFix the Data Source

12 Using Envelopes with Mail Merge  Generate envelopes with Mail Merge Choose the size of envelope in Envelope Options

13 Using Labels with Mail Merge  Generate labels with Mail Merge

Return to the Word 2007 web page Lesson 5: Using Mail Merge