Course Description

Create custom documents and save time with the Mail Merge features in Word. This course will dive deep into Word’s Mail Merge feature to save a tremendous amount of time creating customized documents. It also shows how to use Mail Merge with Excel, creating data sources, inserting fields, using IF and other rules for customized merges, and troubleshooting Mail Merge issues.

Upon completion, participants will be able to use rules for advanced mail merges and troubleshoot Mail Merge issues such as why all formatting is lost after merging, how to get two documents into one page, multiple rows merged into one document, etc.

Prerequisites

Participants should already have experience working with Microsoft Word.

Course Outline

Module 1: What is Mail Merge

Module 2: Data Source for Mail Merge

Module 3: Mail Merge: Introduction

Module 4: Why Formatting Runs after the Mail Merge?

• Mail Merge with Dates and Numbers using Dynamic Data Exchange
• Format Date, Time, Number and Currency during Mail Merge in Word
• Change the Format of the Current Date and Time
• Mail Merge Shortcuts

Module 5: How to Customize All Mail Merges using Merge Rules?

• Use Rules
• Fill-In Field
• Ask Field
• IF Field
• NextIf Field
• SkipIf Field
• Next Field
• MergeSeq Field
• Set Field

Module 6: How to Mail Merge Multiple Records to One Document?

• Set up the Data File
• Set up the Main Document
• How to Force Each New Category to a New Page
• Include Additional Text