Word - Effective and personalized mailings

Word – Creating a simple document. Use Mail merge to create multiple documents in a single action.
Microsoft Partner

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  • Duration: 1 day
  • Regular price: $360
  • Preferential price: $306

Course outline

Duration : 1 day

© AFI Expertise inc.


Word Creating a simple document


Use Mail merge to create multiple documents in a single action

Teaching method

Presentations - Demos – Guided and individual exercises


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

Chapter 2 - Manage a data source

  • Create the data source
  • Edit the data source
  • Find a record
  • Add a new record
  • Delete a record

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

Chapter 4 - Create envelopes, labels, and lists

  • Create mailing envelopes
  • Create mailing labels
  • Create lists (directory)
  • Create merged e-mail messages

Chapter 5 - Create templates

  • Use existing templates
  • Create custom templates
  • Manipulate document templates

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

Surround yourself with the best

Francis Ferland-Stevenson
Francis Ferland-Stevenson
Francis began as a trainer more than 5 years ago by testing office automation tools designed specifically to met the needs of his colleagues. His calm and his empathy makes him able to adapt his language according to the level of experience of the group. This makes his learnings clear and accessible to anyone. As a trainer, he is therefore attentive to the needs of his students to make sure they meet their objectives and face the challenges.
Pierre-Edouard Brondel
Pierre-Edouard Brondel
Trainer and Desktop Application Consultant
Renowned as an educational expert in the IT and office technology field who has accumulated more than 25 years of experience, Pierre-Édouard is first and foremost passionate about human capital.
Vicky Moreau
Vicky Moreau
Vicky Moreau is a passionate freelancer and professional in the area of office automation. She holds a college diploma in office automation, most of her solid experience with the Office Suite was acquired while being an autodidact. In fact, she has successfully completed an MOS (Microsoft Office Specialist) Excel certification.
Yves Pilon
Yves Pilon
Yves Pilon is passionate about technological tools. His knowledge of web and office softwares has made him an expert on all Microsoft Office tools. Yves' excellent pedagogy has earned him praise from our clients on several occasions. He stands out for his spirit of synthesis and active sense of listening to the needs of the participants. The expertise he has accumulated over the years gives him the ability to ensure a productive transfer of knowledge to our clients.
Marc Maisonneuve
Marc Maisonneuve
Training program director
Marc Maisonneuve has acted as a Training Program Director, professional effectiveness trainer and user tools practice leader at AFI for several years. Mr. Maisonneuve is known for his analytical skills, his legendary calm and his undeniable desire to encourage people to develop their skills. He has the ability to present technological solutions in a natural way and to adapt them to the concrete needs of the workplace.

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