The document provides an overview of the basics of mail merge in Microsoft Word, including:
1) The main parts of a mail merge are the main document, data source, and optional header source. Fields in the main document are matched to records in the data source.
2) Completing a mail merge involves three steps - creating the main document, attaching the data source, and performing the merge. The merge can output to documents, printers, emails or labels.
3) Common issues like missing data sources or mismatched fields can cause errors. Checking fields and previewing the merge are recommended before final output.
6. Example Record Header Row Field Delimiter FirstName LastName Address City State Zip Susan Smith 1 West Ave Anycity NY 12345 David Jones 2 Main St. Anothercity NY 12345
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35. Mail Merge Toolbar View Merged Data Find Record Merge to New Document Merge to Printer Go To Record Mail Merge Helper Check for Errors Edit Data File
36. Data Source Toolbar Data Form Manage Fields Add New Record Delete Record Insert Database Sort Records Update Fields Mail Merge Main Document Find Record
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40. Congratulations! You have completed the tutorial. Try the self-assessment to see what you have learned.
41. In a mail merge, what is the main document? (click the correct answer) Question 1 The document you start with that contains both information that is identical for each Merged copy and placeholders for unique information. The first document in the set that gets created. A document that contains only the information that is identical in each merged copy.
42. Why does the unique information you use in a mail merge have to be stored in data files? (click the correct answer) Question 2 Data files are a special type of file you use only to work with mail merge . Data files organize information in a way that lets you match specific pieces of that information with specific placeholders in the main document. Data files are designed to hold a lot of information.
43. What is the relationship between your data file and the fields you insert into the main document? (click the correct answer) Question 3 There is no relationship. Fields are equivalent to categories (column headings) in the data file. Each field represent one cell in the data file.
44. Why is it important to match fields ? (click the correct answer) Question 4 If you don’t match fields, you won’t be able to preview the merged documents. You match fields after you preview the merged documents in order to complete the merge. If Word can’t match fields in an Address block with column headings in your data file, you’ll see errors in your merged documents.
45. Once you choose to preview your documents, the merge is complete and you can’t make changes. (click the correct answer) Question 5 True False
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