created 11/06/2006 revised 6/2/2010 office of information, technology and accountability mail merge...

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Created 11/06/2006 Revised 6/2/2010 Office of Information, Technology and Accountability Mail Merge Using MS WORD and EXCEL

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Page 1: Created 11/06/2006 Revised 6/2/2010 Office of Information, Technology and Accountability Mail Merge Using MS WORD and EXCEL

Created 11/06/2006 Revised 6/2/2010

Office of Information, Technology and Accountability

Mail Merge Using MS WORD and EXCEL

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While Waiting ~

Create a letter in Word save it as “DEAR.doc”Dear

How are you?

Deb Create an EXCEL Spreadsheet Name .doc

Enter five names of staff members. Remember to make the first cell in the column the word

“NAME”.

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Nine Elements of Digital Citizenship Student Learning and Academic Performance

1. Digital Access: full electronic participation in society2. Digital Literacy: the process of teaching and learning about technology and the use of technology3. Digital Communication: electronic exchange of information

School Environment and Student Behavior

4. Digital Security & Safety: electronic precautions to guarantee safety/physical well-being in a digital technology world5. Digital Etiquette: electronic standards of conduct or procedure6. Digital Rights and Responsibilities: those freedoms extended to everyone in a digital world

Student Life Outside the School Environment

7. Digital Commerce: electronic buying and selling of goods8. Digital Health and Wellness: physical and psychological well-being9. Digital Law: rights and restrictions

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Digital Citizenship Links

www.digitalcitizenship.net www.digitalcitizenshiped.com/

Curriculum.aspx www.netsmartz.org http://cybersmart.org/ www.bpscybersafety.org/index.html www.staysafeonline.info/

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Standard Addressed

Standard 1: Demonstrate proficiency in the use of computers and applications as well as an understanding of concepts underlying hardware, software, and connectivity.

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Mail Merge

By the end of this session you will know and be able to:Create an MS WORD document for merging.Create an MS EXCEL document for merging.Merge the documents.

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You will demonstrate this by . . .

Creating a memo using Mail Merge

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Why use mail merge?

Using mail merge, you can create: A set of labels or envelopes-While the return

address is the same on all the labels in your “merge” or envelopes, the destination address is unique to each envelope or label.

A set of form letters-Basic content is the same in all the letters, but the individual letter contains information that is specific to the recipient (e.g. name, address, or other pieces of exclusive data).

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Mail merge process:

Start Word. Open the letter DEAR you created earlier. Leave it open. If you close it, the next step won't work.

Using the Tools menu, point to Letters and Mailings, and then click Mail Merge.

The Mail Merge task pane opens. By using hyperlinks in the task pane, you navigate through the mail-merge process.

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Mail merge process:

Select Letters Click next Click use existing document

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Mail merge process:

Click Use an existing list, Click Browse to locate the file. Find the EXCEL spreadsheet you made

earlier called NAME. Click Open

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Mail merge process:

Sheet1 and click OK Select all the names

and click ok

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Mail merge process:

Click More Items Click Insert and Close

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Mail merge process: Your document should now look like this

Click Preview

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Mail merge process: Click >> to see each letter

Click Complete merge

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Mail merge process:

Print the letters or edit them individually. If you choose to edit the letters, Word saves them all to a single file, with one letter per page.

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Your Turn

Create Mail Merged Memo5 teachers

Include first and last name and subject

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Rubric

4 3 2 1 0

MS WORD document appropriately format for mail merge

MS WORD document mostly format for mail merge

MS WORD document has some format for mail merge

MS WORD document very little format for mail merge

No MS Word document

MS EXCEL document has all the appropriate fields for the mail merge

MS EXCEL document has most of the appropriate fields for the mail merge

MS EXCEL document has some the appropriate fields for the mail merge

MS EXCEL document has an appropriate field for the mail merge

NO MS EXCEL document

Successful mail merge provides appropriate document/label/ letter

Successful mail merge has minor error

Mail merge not successful but is fixed and has mostly correct formatting in document/label/letter

Mail merge runs but resulting document/label or letter not usable

Mail merge does not run

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Resources

http://office.microsoft.com/en-us/help/HA010349201033.aspx

http://mistupid.com/technical/mailmerge/

ISTE Publications, Digital Citizenship in Schools by Mike Ribble and Gerald Bailey, copyright 2007, ISBN No: 978-1-56484-232-9.