Date/Time
Date(s) - 07/31/2018
1:30 pm - 3:30 pm
Location
IML (Eggers Hall, room 062)
Category(ies)
Mail merge allows you to create one document, such as a letter or email message, and send it to many people in a personalized format. You can also create envelopes or a sheet of labels addressed to individual recipients. To create a mail merge document you use tools on the Mailings tab of the Office 2016 Ribbon, or the Step by Step Mail Merge Wizard.
The mail merge main document contains the same kind of information for each recipient, as well as the mail merge fields. Mail merge fields (such as a recipient’s name or address) are contained in your data source, and adding these placeholders to your document is how you personalize it. You may run into a problem when a field in your data source does not match a mail merge field that is recognized by Word. It is very easy to “map” your data source fields so that Word is able to complete the merge properly.
The mail merge process entails the following overall steps:
- Set up the main document.
- Connect the document to a data source.
- Refine the list of recipients or items.
- Add placeholders, called mail merge fields, to the document.
- Preview and complete the merge.
In this training session, we will cover the process of creating a mail merge document. You will learn the difference between a mail merge main document and the mail merge data source. You will also match fields in your data source to fields recognized by Word.
If you are new to Microsoft Word’s mail merge process, or would like a refresher, please join us for this training session.