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Mail Merge

The document outlines the steps to perform a mail merge which includes selecting the mailings tab, starting the mail merge wizard, selecting the document type and recipients, customizing columns, adding recipient data, writing the letter, inserting merge fields, and previewing and saving the merged document. It also lists the advantages of mail merge as allowing simultaneous edits to multiple letters, reusing templates, and easily checking for errors. Key components of mail merge include the main document, data source, and merge document. A data source stores recipient records and can be created separately to then merge fields from into the main document. Merge fields are placeholders marked with chevrons that pull information from the data source into the main document.

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99 views1 page

Mail Merge

The document outlines the steps to perform a mail merge which includes selecting the mailings tab, starting the mail merge wizard, selecting the document type and recipients, customizing columns, adding recipient data, writing the letter, inserting merge fields, and previewing and saving the merged document. It also lists the advantages of mail merge as allowing simultaneous edits to multiple letters, reusing templates, and easily checking for errors. Key components of mail merge include the main document, data source, and merge document. A data source stores recipient records and can be created separately to then merge fields from into the main document. Merge fields are placeholders marked with chevrons that pull information from the data source into the main document.

Uploaded by

e_deepa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Lesson 5

USING MAIL MERGE


1.Write down the steps involved in creating Mail Merge.
1. Click on Mailings tab.
2. Click on Start Mail Merge tab.
3. Select Step by Step Mail Merge Wizard.
4. Select the document type as Letters then click on Next Starting document.
5. Under Select Recipients select Type a new List.
6. From the dialog box choose customize columns to modify the template.
7. Select New Entry to add data for the template.
8. Write the letter.
9. Insert the column from the template by selecting insert merge field.
10. Preview the letter and save it.
2. What are the advantages of mail merge?
 Changes can be made in several letters simultaneously.
 Stored template can be reused.
 Errors in the letters can be checked easily.
3. List the components of mail merge.
 Main document
 Data source
 Merge document
4. What is data source?
 A data source is the location where a collection of records is stored.
 It is also called data file.
5. How will you create a data source?
 Create a main document.
 Create a data source.
 Add the merge fields into the main document.
 Merge the data with the main document.
6. What are merge fields?
 A merge field is where you want to insert the information from a data source into a
main document.
 Merge fields appear with chevrons « » around them.

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