Click the by Mail Merge Wizard option from the menu “Step Step” Action #3: from Select document type & click next Choose “Letters” Action #4: from & click the Open button Choose “Start existing document,” select “(More files…)” Action #5: Open the existing document a Mailer located on the C: file labeled “Preparing Practice” drive in the folder labeled “Training Class Files – DO NOT REMOVE” Action #6: Once the letter appears on the & click screen, choose “Use current document” “Next: Select recipients” SELECTING RECIPIENTS LESSON ITEM #2: Action #6: Under the an existing click ”Use list” heading, “Browse” Open the existing document file labeled a Mailer located on the “Preparing Contact List” C: drive in the folder labeled Class Files “Training – DO NOT REMOVE” ALTERING THE MAILING LIST LESSON ITEM #3: Action #7: Once the list is selected, the Merge document should appear (see “Mail Recipients” below) This window allows you to select which recipients you want to send the letter to, as well as the names alphabetically sorting each name if necessary. For this exercise, let’s sort by last name Click on the option labeled “Sort” Action #8: The and menu should appear “Filter Sort” From the choose to sort by in “Sort Records” tab, “Last Name” “Ascending” order Click and the list should re-organize “OK” Click “Next: Write Your Letter”
Click the “Step by Step” Mail Merge Wizard option from the menu Action #3: Choose “Letters” from Select document type & click next Action #4: Choose “Start from existing document,” select “(More files…)” & click the Open button Action #5: Open the existing document file labeled “Preparing a Mailer Practice” located on the C: drive in the folder labeled “Training Class Files – DO NOT REMOVE” Action #6: Once the letter appears on screen, choose “Use the current document” & click “Next: Select recipients” LESSON ITEM #2: SELECTING RECIPIENTS Action #6: Under the ”Use an existing list” heading, click “Browse” Open the existing document file labeled “Preparing a Mailer Contact List” located on the C: drive in the folder labeled “Training Class Files – DO NOT REMOVE” LESSON ITEM #3: ALTERING THE MAILING LIST Action #7: Once the list is selected, the “Mail Merge Recipients” document should appear (see below) This window allows you to select which recipients you want to send the letter to, as well as sorting each name if necessary. For this exercise, let’s sort the names alphabetically by last name Click on the option labeled “Sort” Action #8: The “Filter and Sort” menu should appear From the “Sort Records” tab, choose to sort by “Last Name” in “Ascending” order Click “OK” and the list should re-organize Click “Next: Write Your Letter”
WFC432-0414-Advanced-Word-2010-Workshop.docx