Create a data source with five fictitious customers names
and addresses.
At a clear document screen create a data source named
Data.
Click Tools and them Mail Merge.
At the Mail Merge dialog box, click the Create button.
At the drop-down list that displays, click Form Letters.
At the dialog box asking if you want to use the active
document or a new document window, click the Active Window button.
Click the get data button and then click Create Data
Source at the drop-down list.
At the Create Data Source dialog box, the fields provided
by Word are shown in the Field names in header and row list box. Some
of these fields are needed for the data source. Select the fields you
do not need in your data source, then click the Remove Field Name button.
Continue until you have removed all the fields you do not need to included.
Fields needed to be included are title, first name, last name, address
1, city, state, and postal code.
Click OK.
At the Save As dialog box key Data, and then click
Save, or press enter.
At the dialog box containing the warning that the
data source contains no data, click the Edit Data Source button. This
displays the Data Form dialog box.
At the Data Form dialog box, key the title, Mr. or
Mrs., of the first customer and then press the enter key or the tab key.
Continue keying your fictitious customer information
in the appropriate fields.
After entering all the information for your first
customer, click the Add New button. (You can also press Enter after keying
the postal code.) This saves the information and displays a blank Data
Form dialog box. Continue keying the information for each person until
five records have been created.
After creating the last record for the data source,
click the View Source button.
Proofread the data source table.
At the data source document, click the Save button
on the Standard toolbar.
Close the Customer data source.
Close the clear document screen without saving the
changes.
Create a form letter telling customers about an upcoming
sale on merchandise.
At a clear document screen, click Tools and then Mail
Merge.
At the Mail Merge Helper dialog box, click the Create
button (located below Main document), and then click form Letters at the
drop-down list.
At the question asking if you want to use the active
document window or a new document, click the Active Window button.
At the Mail Merge Helper dialog box, click the Get Data
button (located below Data source) and then click Open Data Source at the
drop-down list.
At the Open Data Source dialog box, double-click Data
in the list box.
At the Microsoft Word dialog box telling you that Word
found no fields in your main document, click the Edit Main Document button.
At the clear document screen with the Mail Merge toolbar
displayed above the Ruler, key in the date at the beginning of the letter,
press the Enter key five times, and then insert the first field by completing
the following steps.
Click the Insert Merge Field button on the Mail
Merge toolbar (the first button from the left).
Click Title at the drop-down menu.
Press the spacebar once and then insert the FirstName
data field by completing steps similar to those previously described.
Continue in this manner until all data fields have been entered. Click
on the Form letter outline below to see how the fields should be entered
in your letter. (Be sure to press the Enter key to end a text line.
Also, be sure to key the comma after the <City> Field.)
Merge the form letter with the data source to create five
personalized letters.
Open the form letter you created for your upcoming
sale.
Click the Merge to New Document button on the Mail
Merge toolbar.
When the main document is merged with the data source,
save the document and name it Sale.
Close Letter without saving the changes.
Create an envelope main document and merge it with the
data source. There should be five envelopes when it is complete.
At a clear document screen, create a main document
for envelopes with the Customer Data Source document attached by completing
the following steps:
Click Tools and then Mail Merge.
At the Mail Merge Helper dialog box, click the
Create button (located below main document) and then click Envelopes
at the drop-down list.
At the question asking if you want to use the
active document window or a new document, click the Active Windows
button.
At the Mail Merge helper dialog box, click the
Get Data button (located below Data source), then click Open Data
Source at the drop-down list.
At the Open Data Source dialog box, double-click
Data in the list box.
At the Microsoft Word dialog box telling you that
Word needs to set up your main document, click the Set Up Main Document
button.
At the Envelope Options dialog box with the Envelope
Options tab selected, make sure the correct envelope size is displayed,
and then click OK.
At the Envelope address dialog box, click Title
from the drop-down list. (This inserts <Title> in the Sample
envelope address section of the dialog box.)
Continue choosing fields from the Insert Merge
Field drop-down list as shown in the Envelope Field Setup below:
When all fields have been entered in the Sample envelope
address section of the dialog box as shown above, click OK to close the
Envelope address dialog box.
At the Mail Merge Helper dialog box, click the Merge
button.
Saved the merged document and name it envelope.
Close envelope.
At the envelope main document, save it and name it
Envdoc.
Close Envdoc.
Create mailing labels for the five customer names and
addresses. There should be five address labels generated.
At a clear document screen, create mailing labels
for Avery 5163 shipping labels using the records in the Customer data
source document by completing the following steps:
Click Tools and then Mail Merge.
At the Mail Merge Helper dialog box, click the
Create button (located below Main document), and then click Mailing
Labels at the drop-down list.
At the question asking if you want to use the
active document window or a new document, click the Active Window
button.
At the Mail Merge Helper dialog box, click the
Get Data button (located below Data source), and then click Open Data
Source at the drop-down list.
At the Open Data Source dialog box, double-click
Data in the list box.
At the Microsoft Word dialog box telling you that
word needs to set up your main document, click the Set up Main Document
button.
At the Label Options dialog box, scroll down the
Product number list box until 5163 - Shipping is visible, and then
click it.
Click OK to close the Labels Options dialog box.
At the Create Labels dialog box, click the Insert
Merge Field button, and then click Title at the drop-down list. (This
insert <Title> in the Sample label box.)
Continue choosing fields from the Insert Merge
Field drop-down list exactly like you did for the above envelope.
At the Create Labels dialog box, click OK.
At the Mail Merge Helper dialog box, click the
Merge button.
At the Merge dialog box, make sure New document
displays in the Merge to text box, and then click the Merge button.
Saved the merged document and name it labels.
Close labels.
At the labels main document, save it and name
it labeldoc.
