This in-depth one-day instructor-led course provides students with the knowledge and skills to take advantage of the powerful mail merge feature in Microsoft Word. Attendees will be able to use the Microsoft Word mail merge feature in the efficient production of form letters, mailing labels, name badges, membership lists and other documents, so that repetitive tasks can be streamlined. Data can be taken from a Word document, Excel spreadsheet or Outlook contacts. Attendees will learn how to fully maximize the potential of the mail merge feature.
After completing this course, students will be able to:
• Identify the components of a mail merge
• Create a simple mail merge
• Create merged letters
• Identify additional mail merge options
• Use word fields
Using Fields and Bookmarks
• Field Terminology and Structure
• Working with Fields
• Viewing Field Codes
• Locking and Unlocking Fields
• Using Fill In Fields
• Shortcut Keys for Working with Fields
• Using Bookmarks
Forms
• What is a Form
• Creating an Electronic Form
• Locking a Document
• Using a Form
Working with Templates
• What is a Template
• Creating a Template
• Modifying a Template
• Accessing Templates on the Web
Table of Contents
• Creating a Table of Contents
• Adding Custom Table of Content Entries
• Incorporating Custom Styles
• Modifying Table of Content Styles
• Using Fields to Create a Table of Contents
Creating an Index
• Marking Entries
• Creating the Index
• Modifying Index Entries
• Creating an Index from a Word List
Using Macros
• Recording and Running Macros
• Assigning a Macro to a Toolbar
• Using Special Macro Names
• Copying a Macro to Another Document
• Deleting a Macro
• Preventing Macro Viruses
Using Master Documents
• What are Master Documents
• Creating a Master Document and
• Subdocuments
• Working with Subdocuments
Using Hyperlinks
• What is a Hyperlink
• Creating Hyperlinks to Different Locations
• Selecting, Formatting and Deleting Hyperlinks
Creating Web Pages
• Using the Web Page Wizard
• Creating a Web Page
• Applying Themes
• Creating Hyperlinks
• Viewing Web Pages
• Using Frames
Referencing Documents
• Working with Footnotes and Endnotes
• Inserting Footnotes and Endnotes
• Viewing Footnotes and Endnotes
• Editing Footnotes and Endnotes
• Customising Footnotes and Endnotes
• Deleting Footnotes and Endnotes
• Working with Captions
• Inserting a Caption
• Editing a Caption
• Deleting a Caption
• Using Auto Captioning
• Switching Off Auto Captioning
• Working with Cross-References
• Inserting a Cross-Reference
• Using Hyperlinks to Create Crosso
• References to Other Documents
• Locating Cross-References
• Editing Cross References
• Updating Cross-References
Revision Markings and Comments
• User Information
• Tracking Changes in a Document
• Working with Comments
• Comparing and Merging Documents
This course is intended for anyone wanting a complete and total understanding of mail merging.
• Experience with Microsoft Office 2003 and/or Microsoft Office 2007