Mail Merge Mini Class

Course Length: ½ day (s)

Prerequisites

Students should be able to use Microsoft® Office Word 2003 to create, edit, format, save, and print business documents that contain text, tables, and graphics. Students should also be able to use a Web browser and an email program. A basic understanding of XML would also be helpful. In order to understand how Word interacts with other applications in the Microsoft Office System, students should have a basic understanding of how worksheets and presentations work. To ensure your success, we recommend you first take the following PC University courses or have equivalent knowledge: Microsoft® Office Word 2003: Level 1 and Microsoft® Office Word 2003: Level 2

Course Content

Lesson 1: Performing Mail Merges

The Mail Merge Process

Performing a Merge using an Existing Datasource

Lesson 2: Creating A Data Source

Creating a Data Source From Within Word

Adding a Merge Field

Editing a Merge Field

Removing a Merge Field

Editing a Data Source

Lesson 3: Using an Existing Data Source

Attaching a Data Source

Filtering a Data Source

Sorting a Data Source

Lesson 4: Using External Data Sources

Attaching a Text File

Attaching an Excel Spreadsheet

Attaching an Access Database

Attaching Outlook Contacts

Lesson 5: Checking for Errors in the Mail Merge

Attaching an alternate datasource

Lesson 6: Troubleshooting External Data Sources

Excel Column Labels

Excel Superfluous Rows

Excel Named Ranges

Excel Blank Rows

Text Separators

Existing Word Tables

Data Source Editing Limitations