MS WORD 2010: CUSTOM Ally Short Desktop Instructor.

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Presentation transcript:

MS WORD 2010: CUSTOM Ally Short Desktop Instructor

AGENDA: MAIL MERGE  8:00 – 9:45 AM  Preparing a document for mail merge  Creating data sources for mail merge  Using existing data sources for mail merge  Merging data with a document  Sorting and filtering during a mail merge  Creating envelopes and labels with mail merge  Performing a Mail Merge using Outlook contact information

 New to Mail Merge? Define: the term "mail merge" is a process to create personalized letters and pre- addressed envelopes or mailing labels mass mailings from a form letter – a word processing document which contains fixed text, which will be the same in each output document, and variables, which act as placeholders that are replaced by text from the data source.lettersenvelopesform letterword processingtext  The data source is typically a spreadsheet or a database which has a field or column for each variable in the template. When the mail merge is run, the word processing system creates an output document for each row in the database, using the fixed text exactly as it appears in the template, but substituting the data variables in the template with the values from the matching columns.spreadsheetdatabase  Mail merging is done in following simple steps:  Creating a Main document.  Creating a Data Source.  Adding the merge fields into main document.  Merging the data with the main document.  Breakdown Ribbon: Mailings Tab > Break down  Prepare Document:

 Create Command Group  Envelope or label? More manually approach. Lets set up the wizard first. 1.Select Recipients; 2.Edit Recipient List; 3. Insert Merge Field 4.Update Labels 5.Preview Results  j