Microsoft Word 2007/2003
Mail-Merge Comprehensive

Course Overview

In this course you will learn to use the Mail Merge functions of Microsoft Word to assist you to efficiently generate multiple personalized documents from various data sources.

Get up and running quickly with the Mail Merge Wizard to guide you through a basic mail merge then progress through all aspects of developing and using the Mail Merge feature in Microsoft Word including creating multiple personalized fields from various data sources. Explore the advanced features of Mail Merge such as performing calculations and filtering records for more complex mail merges.

On Request Only - Contact DPA

Course InformationRelated Training

Duration: Half-Day Course
Platform: Windows Only
Fee: Call for information

We recommend one to eight people for this course.

Course Content Download PDF (57kb)

Technology Overview: Mail Merge

Mail Merge is a feature of Microsoft Word that allows a user to generate multiple documents from a single template form and a data source.

You use mail merging when you want to create a number of documents that are basically the same but where each document contains exclusive areas that are sometimes referred to as fields.

For example, if you are sending an announcement of a new service or product you may have a customer list containing names, titles and addresses. Using the Mail Merge feature of Microsoft Word allows you to generate a single form letter, define your custom fields with placeholders and merge a customer list resulting in personalized documents, which you can print to paper copies to be mailed or create electronic versions such as Adobe PDFs, provided you have software that allows you to “print” to PDF.

Creating letters, messages, faxes and other documents using Mail Merge with Microsoft Word will greatly reduce the time required to personalize small or large volumes of documents. An added feature when using Mail Merge is that you can add multiple unique fields to your documents that Microsoft Word will automatically adjust and flow the generated text into your document. This avoids creating fixed placeholders that cause your document to appear “canned” or like a form letter.

Users: Admin, Creative, Engineering, Finance, Legal, Marketing and IT Professionals as well as anyone who needs create and automate publishing and distribution of personalized multiple paper or electronic documents, such as letters, messages, faxes and even certificates and coupons!