Mail Merge PDF - Grade 6 SSES

Document Details

CureAllVirginiaBeach991

Uploaded by CureAllVirginiaBeach991

Amparo High School

Tags

mail merge productivity tools information technology office software

Summary

This document provides a guide on how to perform mail merge, a productivity tool used to create bulk documents like letters or labels using data from a list or database. The guide outlines how to connect a Word document with an Excel recipient list, insert merge fields, preview results, and finalize the merge.

Full Transcript

# Information and Communication Technologies ## Applied Productivity Tools ### Grade 6 SSES - Introduce Mail Merge - Discuss the functions of a mail merge - Identify the components of a mail merge ## Mail Merge - Is a useful tool that allows you to produce multiple letters, labels, envelopes, n...

# Information and Communication Technologies ## Applied Productivity Tools ### Grade 6 SSES - Introduce Mail Merge - Discuss the functions of a mail merge - Identify the components of a mail merge ## Mail Merge - Is a useful tool that allows you to produce multiple letters, labels, envelopes, name tags, and more using information stored in a list, database, or spreadsheet. - The linking of the data source to the document is done through merged fields. - The reason why mail merging is considered productive is because of the ability to send a letter, label and/or envelope to multiple persons at once. ## Components of Mail Merge 1. **Form Document** - It is generally the documents that contains the main body of the message we want to convey or send. 2. **Data File** - This is where the individual information or data that needs to be plugged in (merged) to the form document is placed and maintained. When performing a Mail Merge, you will need a Word document (you can start with an existing one or create a new one) and a recipient list, which is typically an Excel workbook. ## Steps in Using the Mail Merger 1. **Open** an existing word document, or create a new one. 2. **Prepare** your Data File with label header in excel. 3. **In your Form Document, under Mailing tab, choose select recipients, then click use existing list.** 4. **Locate** the Data File that you created. 5. **Place the insertion point** in the documents where you want the information to appear. 6. **Click insert merge field,** then choose the label that you want to appear in your letter. 7. **When you're done, click preview results to see your letters.** Preview the letters to make sure the information from the recipient list appears correctly in the letter. You can use the left and right scroll arrows to view each document. 8. **Complete the merge, then click finish & merge.** You may choose edit individual documents, print documents, or send email messages.

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