Word: Mail Merge in Depth

Introduction

• Create custom documents quickly with mail merge

1. Set Up Documents and Data Sources

• Word mail merge: The basics
• Start a simple mail merge document
• Choose a data source
• Use mail merge with Outlook contacts
• Create a new data source for mail merge
• Merge with an Access table or query
• Merge with Excel data

2. Insert Fields and Merge

• Match fields from the data source
• Insert address blocks, greeting lines, and merge fields
• Simulate the merge
• Complete the merge
• Open a mail merge primary document
• Troubleshoot mail merge
• Fix numeric formatting in the data source
• Apply numeric formats in Word
• Apply date formats in Word

3. Email Merge

• What email merge can do for you
• Create personalized email messages
• Go offline to merge email messages
• Finish the email merge
• Attach a Word document to an email message

4. Create Envelopes, Labels, and Directories

• Create envelopes
• Create labels
• Add an image to each label
• Create a directory

5. Use Rules and Other Advanced Features

• Prompt for global input with FILLIN
• Prompt for individual input with FILLIN
• Prompt for repeating input with ASK
• Use an If-Then-Else rule for intelligent merging

Conclusion

• Next steps