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Mail Merge Presentation

IGCSE ICT

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85 views8 pages

Mail Merge Presentation

IGCSE ICT

Uploaded by

bachking782
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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ICT IGCSE

Mail Merge

A mail merge document is designed to be sent to many people. The


document consists of two components:
Chapter 17: Document Production

• Master Document
• Source file containing the data (Spreadsheet or Database)
• Data from the source file (names and addresses) is combined with the
Master document so that key fields do not need to be typed one by one.
• This will save time and reduce the chance of errors in the document.

Source Data Master Document


ICT IGCSE
Mail Merge

• For a mail merge you need a master Word Document

• Data Source : Which will contain the recipient data


Chapter 17: Document Production

• Excel (Workbook/CSV)
• Access (Table/Query)

Task 1
1) Open the Master
Document

2) Click Mailings
>> Start Mail Merge
>> Step by
Step Mail Merge Wizard
ICT IGCSE
Mail Merge

Task 2:
Chapter 17: Document Production

The mail merge wizard will


start.

Click on Next.
ICT IGCSE
Mail Merge

Task 3:
Chapter 17: Document Production

1) Use the current document and click next


2) Browse and select the recipient data
source
ICT IGCSE
Mail Merge

Task 4:

The recipient data source is


Chapter 17: Document Production

shown.

Double check if the data


source is correct before
clicking on Ok.

If a record is not required then


you can untick the option.
ICT IGCSE
Mail Merge

Task 5:
Chapter 17: Document Production

Click on Next to Write your


letter

Then Insert the Merged


Fields in the appropriate
place

This is know as the master document.


Fields will show as:
You may have to evidence this. <<field>>
ICT IGCSE
Mail Merge

Task 6:
Chapter 17: Document Production

You can then preview all of the merged letters by clicking on the
backward or forward buttons at the top of the page.
ICT IGCSE
Mail Merge

Linking to a Database Query


Chapter 17: Document Production

Sometimes you may have filter


(query) data from a data source.

1) Import CSV into a database


application and run the
required query.

2) Save the query

3) Merge the query to your master


document

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