Download - Lunch 'n Learn - Word: Mail Merge
![Page 1: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/1.jpg)
Windows
Handy shortcuts and file handling
![Page 2: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/2.jpg)
Word
Mail Merge
![Page 3: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/3.jpg)
Startup
• This is not just a presentation, it is a workshop• Please find the exercises in the ‘LnL – Word Mail Merge’
folder. It is located on your desktop.
• Try the exercises in the document during this session -> limited time, questions in the Q&A.
![Page 4: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/4.jpg)
Mail merge? (1)
• Merge your data into a document and either save, mail it to the recipients or print it.
• 2 objects• Your data source, e.g.
• Excel file;
• Access database;
• Word document;
• Text file;
• Query on a database.
• Your document where your data is merged into• Custom / personalized letters;
• Labels;
• Envelopes.
![Page 5: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/5.jpg)
Mail merge? (2)
• The good…
• You can insert any field of your data source in your form.• e.g. first name, last name, address, title, …
• You can use multiple fields of the data source in yourform.
• You dou not have to type everythingmanually = save a huge amount of time
• Imagine you would have to send a semi-personal letter to more than 1000 employees without a mail merge...
![Page 6: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/6.jpg)
Mail merge? (3)
• The bad…
• You can not select data across multiple datasets/sources or tables.
• (Related) data from multiple tables is only possible if you select a query as your data source.
![Page 7: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/7.jpg)
Step 1: document set-up
• Create a new document.
• This contains all the standard data which is the same for each version of the merged document
![Page 8: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/8.jpg)
Step 2: connect the data source
• Mailings > Start Mail Merge > Select Recipients
• Or use the wizard:
• (Ex. 1.1)
![Page 9: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/9.jpg)
Step 3: refine your
data (1)
• Mailings > Start Mail Merge > Edit Recipient List
• (Ex. 1.2)
![Page 10: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/10.jpg)
Step 3: refine your data (2)
• Select which data will be merged
• Filter your data by using criteria
• Sort your data: A-Z
• Find• Find a specific recipient
• (Ex. 1.2)
![Page 11: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/11.jpg)
Step 4: add merged fields
• Mailings > Write and Insert Fields
• Example: an address block
• (Ex. 1.3)
![Page 12: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/12.jpg)
Step 5: preview and complete
• Preview each copy of the document
• Mailings > Preview Results
• (Ex. 2.2)
![Page 13: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/13.jpg)
Step 5: preview and complete
• Complete the merge• Mailings > Finish & Merge
• Edit Individual Documents• New document with all the pages
merged after each other
• Print Documents• Print every merged document or a
range
• (Ex. 2.3)
• Send Email Messages• (Ex. 2.4)
![Page 14: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/14.jpg)
Labels
• Mailings > Create > Labels
• (Ex. 3): last page of your handouts
![Page 15: Lunch 'n Learn - Word: Mail Merge](https://reader034.vdocument.in/reader034/viewer/2022052622/5597026a1a28ab674f8b45d6/html5/thumbnails/15.jpg)
Q&A
Future questions?
• ICT intranet Training
ICT Service Lunch ‘n Learn
• Helpdesk
http://ict.coleurope.eu
Tel 050 47 70 00