1. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-1 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary MERGING DOCUMENTS Chapter 8 Microsoft Word 2007 - Specialist

2. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-2 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Performance Objectives Create and merge letters, envelopes, labels, and a directory Create custom fields for a merge Edit main documents and data source files Input text during a merge

3. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-3 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Mail Merge Contains standard text and fields to be filled in by data source Need to create Main document Data Source One copy of main document for each record in the data source Contains data used to fill in the main document Need to createResult of merge 12 3 4

4. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-4 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Creating a Data Source Mailings tab, Select Recipients click Can type in names and addresses here to create a data source file Click to change, add, delete columns Click OK to save the typed data

5. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-5 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Customizing Data Source Columns Click a field name, Click ‘Delete’ or ‘Rename’ Change order Click ‘Add …’

6. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-6 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Creating a Main Document Mailings tab, Start Mail Merge Click desired document type Then start to type … and/or add merge fields

7. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-7 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Adding an Address Block Click choice to see sample Click OK

8. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-8 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Adding a Greeting Line Click choices and view sample Click OK

9. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-9 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Adding Fields from the Data Source Click to add to document at the insertion point List of fields from Data Source

10. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-10 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Previewing a Merge Merge fields filled in from Data Source Use to view other records

11. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-11 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Merging Documents Click to create a document of multiple pages Can edit individual letters Can Save document of letters Click OK

12. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-12 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Merging Envelopes Mailings tab, Start Mail Merge click Choose envelope size and click OK

13. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-13 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Data Source for Envelopes click Navigate to existing file and double-click it Mailings tab, Start Mail Merge

14. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-14 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Insert Fields for Envelopes Optionally type return address Position insertion point Click

15. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-15 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Merging Envelopes Click to create a Word document of multiple envelopes Can edit individual envelopes Can Save document of envelopes Click OK

16. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-16 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Merging Mailing Labels Mailings tab, Start Mail Merge click Choose label manufacturer and product number then click OK

17. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-17 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Data Source for Labels Navigate to existing file and double-click it Same as letters and envelopes

18. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-18 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Insert Fields for Labels Insert address block or … type and insert merge fields use rulers to stay within boundaries then click format as needed to stay within boundaries

19. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-19 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Complete the Merge Click to create a Word document of multiple labels Can edit individual labels Can Save document of labels Click OK

20. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-20 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Merging a Directory 1. Mailings tab, Start Mail Merge click Same procedure as letters 2. Designate data source 3. Insert merge fields 4. Complete the merge Place merge fields for one record. Press Enter key at end of last line.

21. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-21 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Selecting Records in a Data Source Edit Recipient List Check to include all in the merge Uncheck to exclude a record

22. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-22 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Editing Records in a Data Source Edit Recipient List Click Edit to add, delete, or change records Click OK Click the data source file name

23. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-23 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary Inputting Text during a Merge Insertion point here Click Rules, Fill-in… As each record is merged, the prompt will appear.

24. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-24 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary How many documents do you need to perform a Mail Merge? Features Summary Two – A Main Document and a Data Source

25. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-25 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary How do you start the Mail Merge process? Features Summary Mailings tab, Start Mail Merge Click one

26. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-26 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary How do you create a Data Source? Features Summary Mailings tab, Select Recipients click

27. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-27 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary How do you use an existing Data Source? Features Summary Mailings tab, Select Recipients click

28. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-28 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary How do you create a letter for each of the names in your Data Source? Features Summary Mailings tab, Start Mail Merge, Letters

29. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-29 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary How do you create an envelope for each of the names in your Data Source? Features Summary Mailings tab, Start Mail Merge, Envelopes…

30. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-30 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary How do you create an address label for each of the names in your Data Source? Features Summary Mailings tab, Start Mail Merge, Labels…

31. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-31 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary How do you create a list of names and phone numbers for each of the names in your Data Source? Features Summary Mailings tab, Start Mail Merge, Directory

32. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-32 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary How do you insert variable information during the Merge for each of the names in your Data Source? Features Summary When typing the Main Document, create a Fill-in field at the point where you want the variable information inserted.

33. Copyright 2007, Paradigm Publishing Inc. Word 2007 Chapter 8 BACKNEXTEND 8-33 LINKS TO OBJECTIVES Create and Merge Creating a Data Source Creating a Data Source Creating a Main Document for Letters Creating a Main Document for Letters Merging Envelopes Merging Labels Merging a Directory Selecting records in a Data Source Selecting records in a Data Source Edit Data Source Files Edit Data Source Files Input Text during a Merge Input Text during a Merge Features Summary ASSESSING PROFICIENCIES Coming Next