Prerequisites | Word – Creating a simple document |
Objectives | Use Mail merge to create multiple documents in a single action |
Teaching method | Presentations - Demos – Guided and individual exercises |
Contents | Chapter 1 - Explore basic concepts of Mail merge - Identify the specific items of the primary document and the data source
- The features of the Mailings ribbon
- Use the Mail Merge Wizard
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Chapter 2 - Manage a data source - Create the data source
- Edit the data source
- Find a record
- Add a new record
- Delete a record
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Chapter 3 - Prepare the primary document and execute Mail merge - Create the primary document
- Link the primary document to a data source
- Edit the primary document
- Merge the data with the primary document
- Apply filters to limit the list of recipients
- Insert fields in the primary document
- Insert rules to customize the merge result
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Chapter 4 - Create envelopes, labels, and lists - Create mailing envelopes
- Create mailing labels
- Create lists (directory)
- Create merged e-mail messages
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Chapter 5 - Create templates - Use existing templates
- Create custom templates
- Manipulate document templates
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Chapter 6 - Use group work tools - Use Track changes
- Review the edited document
- Show changes with the Reviewing Pane
- Create and manipulate comments
- Compare documents
- Protect the document for comments and changes
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