introduction. a function in a word processor integrates the structured data source to a document...
TRANSCRIPT
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introduction
Mail Merge
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A function in a word processor
Integrates the structured data source to a document template
Produces multiple documents such as letters, e-mails or envelopes.
Introduction
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https://www.youtube.com/watch?v=qiuh7qmA_uc
How to create mail merge
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Prepare an Excel spreadsheet that contains the mailing information.
Step 1 - preparing a mailing list
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Open the letter from myfiles. You may find some missing information such as the mailing student name and his/her class information. This missing information will be filled with merge fields later.
Step 2 – preparing a letter template
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1. Select the ‘Mailings’ tab.
2. Select ‘Start Mail Merge’.
3. Select ‘Step by Step Mail Merge Wizard’.
Step 3 – Starting the Mail Merge Wizard
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There are six steps involved in the Mail Merge Wizard to
set up the required information.
Step 4 – Setting up mail merge
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1. Select ‘Letters’.
2. Click ‘Next’.
Step 4.1 specify the type of template
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1. Select ‘Use the current document’ to be the starting document.
2. Click ‘Next’.
Step 4.2 select a starting document
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1. Select ‘Use an existing list’.
2. Click ‘Browse…’.
3. Locate the spreadsheet book1.xls.
4. Click ‘open’.
5. Select ‘Sheet1$’ and then select the recipients that will be used in the mail merge.
Step 4.3 choose the recipient to be merged
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1. Move the insertion point to where the merge field should be put.
2. Select the desired merge field from ’Insert Merge Field’ pull-down menu.
Step 4.4insert the merge fields into document
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1. Change the letter date to today.
2. Click ‘Next’.
Step 4.5Change the letter date to today
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1. Preview merged letters.
2. If necessary, edit the recipient list or exclude specific recipients.
3. Click ‘Next’.
Step 4.6preview
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1. Select ‘Edit individual letters…’.
2. Select ‘All’ to generate all the merged letters. Click ‘OK’.
3. A document will be generated which contains all the merged letters.
Step 4.7Generate the document
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