Use Mail merge to create multiple documents in a single action
Teaching method
Presentations - Demos – Guided and individual exercises
Contents
Chapter 1 - Explore basic concepts of Mail merge
Identify the specific items of the primary document and the data source
The features of the Mailings ribbon
Use the Mail Merge Wizard
Chapter 2 - Manage a data source
Create the data source
Edit the data source
Find a record
Add a new record
Delete a record
Chapter 3 - Prepare the primary document and execute Mail merge
Create the primary document
Link the primary document to a data source
Edit the primary document
Merge the data with the primary document
Apply filters to limit the list of recipients
Insert fields in the primary document
Insert rules to customize the merge result
Chapter 4 - Create envelopes, labels, and lists
Create mailing envelopes
Create mailing labels
Create lists (directory)
Create merged e-mail messages
Chapter 5 - Create templates
Use existing templates
Create custom templates
Manipulate document templates
Chapter 6 - Use group work tools
Use Track changes
Review the edited document
Show changes with the Reviewing Pane
Create and manipulate comments
Compare documents
Protect the document for comments and changes
Surround yourself with the best
Francis Ferland-Stevenson
Trainer
Francis began as a trainer more than 5 years ago by testing office automation tools designed specifically to met the needs of his colleagues. His calm and his empathy makes him able to adapt his language according to the level of experience of the group. This makes his learnings clear and accessible to anyone. As a trainer, he is therefore attentive to the needs of his students to make sure they meet their objectives and face the challenges.
Pierre-Edouard Brondel
Trainer and Desktop Application Consultant
Renowned as an educational expert in the IT and office technology field who has accumulated more than 25 years of experience, Pierre-Édouard is first and foremost passionate about human capital.
Vicky Moreau
Trainer
Vicky Moreau is a passionate freelancer and professional in the area of office automation. She holds a college diploma in office automation, most of her solid experience with the Office Suite was acquired while being an autodidact. In fact, she has successfully completed an MOS (Microsoft Office Specialist) Excel certification.
Yves Pilon
Trainer
Yves Pilon is passionate about technological tools. His knowledge of web and office softwares has made him an expert on all Microsoft Office tools. Yves' excellent pedagogy has earned him praise from our clients on several occasions. He stands out for his spirit of synthesis and active sense of listening to the needs of the participants. The expertise he has accumulated over the years gives him the ability to ensure a productive transfer of knowledge to our clients.