Writing Homework Help

Mail Merge

For this assignment, we will be using the mail merge functionality of Word to create a form letter and use an Excel spreadsheet to personalize the information for each customer.

1. We will start by opening the business letter we created in Class Assignment 9.
2. Download the Excel spreadsheet attached to this assignment and save it.
3. After the date, remove the address, city and state lines.
4. Click on the Mailings tab in the menu bar
5. Click Start Mail Merge -> Letters
6. Click Select Recipients -> Use an Existing List
7. Select the database.xls file you downloaded in step 2. If you get a warning pop-up window, select yes to open the file.
8. In the pop-up window, make sure Customers is displayed in the top box and leave the bottom box blank. Click OK.
9. Place your cursor below the date and click Insert Merge Field. Select Customer Name. You should see <<CustomerName>> in your document.
10. On the next line, insert Address.
11. On the following line, insert City, State PostalCode
12. In the salutation, delete the owrd Customer and insert ContactName
13. Click on Preview Results in the menu bar. You can use the arrows to scroll through the letters. If there are any errors, you can correct them at this point.
14. Click on Finish & Merge -> Print documents.