Course Outline

Word 2010 Mail Merge - 1/2 Day
This course uses a combination of lecture, hands-on practice, and independent exercises to teach students how to use Word’s fields and mail merge tools to add information automatically to documents. The skills needed to set up a main document, create a data source, and perform a mail merge to hardcopy and to email are covered. 3 hours

Setting up the Main Document

  • What is Mail Merge?
  • What are Fields?
  • Informational Fields
  • Form FieldsMerge Fields
  • Using the Mail Merge Wizard
  • Inserting Informational Fields
  • Locking/Unlocking Fields
  • Inserting Merge Fields
  • Merging to a Document or Printer
  • Creating Rules

Creating the Data Source

  • Features of the Data Source
  • Creating a Data Source in Word
  • Editing a Data Source and Data Fields
  • Trouble Shooting the Data Source
  • Creating a Data Source in Outlook

Merging

  • Merging to Email
  • Selecting, Sorting, & Filtering Records
  • Creating Mailing Labels
  • Creating Envelopes
  • Creating a Directory
Prerequisites:   This course is appropriate for those who are experienced Word users. Students should know how to enter, edit, select, move, and copy text, create and edit text in columns using tables, set page margins and page breaks, apply styles, and insert headers/footers in Word. They should also no how to add simple data in Excel.

Revised 8/16/11
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