Word 2016 Intermediate/Advanced

Word 2016

Lesson 8 – Using Mail Merge

If you need to leave the mail merge process part way through, Word returns you to the appropriate step in the Mail Merge task pane when you resume , making it easy to pick up exactly where you left off.

Each step of the Mail Merge wizard prompts you to make an appropriate selection, and provides guidance about which is most appropriate. For example, the second step of the process prompts you to select your main document. As you click each of the document options, a short description appears to help you make a selection. The Mail Merge wizard also prompts you take appropriate action, if necessary. In the second step, if you click the Start from a template option, the wizard describes this selection as Start from a ready-to-use mail merge template... and so on, and displays a link you can use to browse for the desired template.

Towards the bottom of the task pane, your place in the process is indicated, such as Step 2 of 6 . This is a convenient way of track where you are in the process.

There are links under this at the bottom of the task pane which you can use to navigate back and forth between the steps. This allows you to proceed to the next step when ready, or go back and make changes in previous steps. Word only allows you to proceed if valid options are selected in the current step.

NOTE When you want to resume a mail merge process you have not completed, open the main document. A Microsoft Office Word message will ask you to confirm that you want to open the document and retrieve the connected data source. Select Yes and the main document opens. Select the Mailings tab and open the Step-by-Step Mail Merge Wizard. The Mail Merge task pane opens at the relevant step in the process. As with other task panes, you can move, re-size, and dock the Mail Merge task pane in the document window, to suit yourself.

I DENTIFYING THE M AIN D OCUMENT  D ISCUSSION Before performing a mail merge, identify the main document you want to use. The main document contains information common to all merged documents.

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