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MS Word 2007/8 Mail Merge

MS Word 2007/8 Mail Merge. By Carolynne White Barka Satya. Office 2007/8 Menu Changes. Ribbon Organizes Commands Set of Tabs Set of Commands. Mail Merge Concept. Many copies of a document are needed with each one personalized for an individual recipient. Before You Begin….

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MS Word 2007/8 Mail Merge

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  1. MS Word 2007/8 Mail Merge By Carolynne White Barka Satya

  2. Office 2007/8 Menu Changes • Ribbon Organizes Commands • Set of Tabs • Set of Commands

  3. Mail Merge Concept • Many copies of a document are needed with each one personalized for an individual recipient.

  4. Before You Begin…. • Do you have the content prepared? • Yes > OK; No > Prepare the text • Do you have a list of recipients in a FILE? • Yes > OK; No > Get the file • Excel file • Word table • CSV file • Top line must contain headers • If it needs editing, edit and save

  5. Yes No Recipient File Form Top line must contain headers

  6. Mail Merge Wizard • Select the MAILINGS Tab

  7. Use the Mail Merge Wizard • Select • Start Mail Merge • ChooseStep by Step …

  8. Select Document Type • Letters are the most common merged document

  9. Start from a Template or Current Document • If your current OPEN document can be used or modified slightly for use, select “Use Current Document” • If you have a letter already created that can be used or modified slightly for use, select “Start from existing document” • Otherwise, select “Start from a template”

  10. Select a Merge Template • If you use a template, edit the content before you send it out.

  11. Recipients • Select “Use an existing list” • Click Browse • Locate and open the file contain your data for this merge

  12. More than One List in File? • If necessary select range of spreadsheet that contains the data for this merge.

  13. Mail Merge Recipient Dialog Box • Select recipients with checkbox • Sort, with drop down boxes

  14. Insert Merge Fields • Pick the Date • Add the Address Block • Greeting Line

  15. Address Block • Match Fields if necessary • Select format and contents of AddressBlock

  16. Address Block;Match Fields • Match Fields

  17. Previewing Results • Check the merge “results” with any specific recipient

  18. Complete the Merge • Click NEXT • Print • Edit Individual letters… • Click OK

  19. New Merged Document • Letters1 • Save • Click

  20. Save options • File Format options

  21. Resources • http://helpdesk.ua.edu/training/word/merg07.html

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