Word: Mail Merge in Depth

Introduction

• Create custom documents quickly with Mail Merge

1. Set Up Documents and Data Sources

• 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

• Insert address blocks, greeting lines, and merge fields
• Preview the merge
• Complete the merge
• Troubleshoot mail merge
• Apply numeric and date formats in Word

3. Email Merge

• Create personalized email messages
• Go offline to merge email messages

4. Create Envelopes, Labels, and Directories

• Create envelopes
• Create labels
• Create a directory

5. Use Rules and Other Advanced Features

• Prompt for input with FILLIN
• Use an IF-THEN-ELSE rule for intelligent merging

Conclusion

• Where to learn more about Word