Step 0: What in the world is a Mail Merge?

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Step 0: What in the world is a Mail Merge?

  • A Mail Merge is a special tool inside Microsoft Word that allows you to take a single Word file and make as many personalized versions of that file as you wish.

Step 1: Preparing for the Mail Merge Tutorial

  • 1. First, you need to be at least familiar with Microsoft Word and Excel. Don’t be scared if you’re not a ‘computer geek.’

  • 2. Download/ Open the files we’ll be using. For this tutorial, go to: (yes, you have to type that exactly). Save the 2 files on that page in the My Documents folder on your PC.

  • 3. Once saved, open the file “MailMergeCodument.doc” It will look like this:

Step 2: Creating the Mail Merge

  • 1. Open or create the document to Mail Merge

  • (ours should already be open).

  • 2. Start up the Mail Merge Tool

  • A. Go to: Tools >>> Mail Merge

  • B. With the Mail Merge Menu open, go to Edit> “((Title of the Open Document))

  • C. Get Data >>> Open Data Source >>> Find the “Excel_Data.xls” file

  • 3. Select the words you want to merge:

  • Select a piece of text you want to merge (for this example, select First_Name). Then, click the button up top that looks like this:

Step 3: Finishing the Mail Merge & Verify the Completed Work

  • 4. Finishing the Mail Merge

Step 4: Preview the Completed Work & Print or Save the Finished Document

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