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Course overview
At the end of the module you will be able to:
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Demonstrate the use of the mail merge wizard to create a data file and
mail merge letter, printing out the final results of the merge
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Create mail merge letters with fields to merge with existing Excel data
file. Sort, select and merge with data file, preview then print the resulting
letters efficiently, first time
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Use Outlook contacts, select and sort recipients, merge with letter, preview
then print efficiently, first time
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Choose from label options, insert mail merge fields and select recipients
to merge, preview and print labels
Who should attend
Delegates should feel confident in the topics covered in the Outlook Contacts,
Word Creating and Editing and Excel Creating and Editing modules.
Course contents
Understanding mail merge
What is mail merge?
Using the mail merge wizard
The mail merge steps
Creating mail merge letters using Excel data
Excel data management tips
Selecting the document type, e.g. letters
Selecting recipients from an existing data file in Excel
Sorting, filtering and selecting recipients
Writing the letter and inserting mail merge fields
Previewing the letters
Printing the letters
Creating mail merge letters using Outlook contacts
Outlook contact management tips
Selecting the document type, e.g. letters
Selecting recipients from your existing Outlook contacts
Sorting, filtering and selecting recipients
Writing the letter and inserting mail merge fields
Previewing the letters
Printing the letters
Creating mail merge labels
Setting label options
Selecting recipients
Inserting mail merge fields
Previewing the labels
Printing the labels
Related courses
Creating
and Editing
Formatting
Bullets and Numbering
Tables and Borders
Styles and Table of Contents
Headers, Footers
and Page Numbering
Templates and Forms
Proofing Tools
Tracking Changes
Mail Merge using Word
Data
Outlook Contacts
Excel Creating
and Editing
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