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The Urge to Merge

The Urge to Merge. Nikki Massaro Kauffman. Overview. Mail Merge Wizard Write & Insert Fields Buttons Select & Edit Recipients Buttons Finish & Merge Button. Mail Merge Wizard. Click Mailings tab  Start Mail Merge  Step by Step Mail Merge Wizard…. Mail Merge Wizard.

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The Urge to Merge

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  1. The Urge to Merge Nikki Massaro Kauffman

  2. Overview • Mail Merge Wizard • Write & Insert Fields Buttons • Select & Edit Recipients Buttons • Finish & Merge Button

  3. Mail Merge Wizard • Click Mailings tabStart Mail MergeStep by Step Mail Merge Wizard…

  4. Mail Merge Wizard • Select document type & click Next. • Select starting document & click Next.

  5. Mail Merge Wizard • Select recipients from existing Excel, Access, Word, or Outlook list; or create a new list. Click Next.

  6. Mail Merge Wizard • Compose your document, inserting custom items into it & click Next.

  7. Mail Merge Wizard • Preview the results & click Next. • Print All or Individual Records.

  8. Write & Insert Field Buttons • Highlight Merge Fields: shows where fields are • Address Block: inserts full address • Greeting Line: inserts greeting of a letter

  9. Write & Insert Field Buttons • Insert Merge Field: menu for inserting all available fields of data source • Rules: set conditions on fields (If… Then… Else)

  10. Write & Insert Field Buttons • Match Fields: matched data source fields with fields Word recognizes (Ex: Home=Home Phone) • Quick Parts (on Insert tab): fields of document properties (Ex: print date or filename)

  11. Select & Edit Recipients Buttons • Select Recipients: allows you to pick which list from Access, Excel, Word or Outlook, you will use • Edit Recipients List: allows you to pick which recipients from the list

  12. Finish & Merge Button • Edit Individual Records: lets you save merged results as a new document where you can customize each record

  13. Finish & Merge Button • Print All or Current Record: print every recipient’s copy or just the one you currently see • You must use Finish & Mergeto print a merged document!

  14. Questions?

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