2014
Lynda
Gini Courter
2:46
English

Take advantage of Word's Mail Merge feature to save time building customized documents. This course offers tutorials on creating personalized letters, envelopes, labels, and even email messages. Author Gini Courter shows how to connect to data sources in Access, Outlook, and Excel; create new data sources; add attachments to merged email messages; use IF…THEN…ELSE and other rules for advanced mail merges; and troubleshoot Mail Merge issues.

Introduction
Welcome
Understanding Mail Merge
Using the exercise files
1. Creating Personalized Letters
Creating a simple letter for Mail Merge
Choosing or creating a data source
Opening an existing file
Using Mail Merge with Outlook contacts
Creating a new data source for Mail Merge
Using Mail Merge with Access data
Using Mail Merge with Excel
Matching fields from the data source
Inserting address blocks, greeting lines, and merge fields
Previewing results and error checking
Completing the merge
Troubleshooting common errors
Retaining numeric formatting from the data source
2. Using Email Merge
What email merge can do for you
Creating personalized email messages
Strategies for sending merged email
Attaching a Word document to an email message
Installing Merge Tools
Attaching files to an email message
3. Creating Envelopes, Labels, and Directories
Creating envelopes
Creating labels
Adding an image to each label
Creating a page of identical labels
Creating a directory
4. Using Rules and Other Advanced Features
Prompting for global input with FILLIN
Prompting for repeating input with ASK
Prompting for individual input with FILLIN
Using IF...THEN...ELSE for intelligent merging
Merging to individual files
Conclusion
Next steps

Download File Size:308.72 MB

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