ch 5 using templates and mail merge

Question 1

open an online template in word

Answer 1

1. click the file tab to display backstage view
2. click the New button on the left
3. type Fax in the search for online templates text box and press enter
4. select the fax (urban theme) template
5. click the create button

Question 2

Insert content in a template

Answer 2

1. Click the [Type the sender phone number] control field
2. Type 916.854.2299 and press enter

Question 3

Save an existing document as a template

Answer 3

1. click the file tab to open the backstage view
2. click the Save As button on the left
3. click the Browse button to open the save as dialog
4. click the save as type drop-down menu
5. select word template
6. click save

Question 4

create an envelope

Answer 4

1. click the mailings tab
2. click the envelops button [create group]
3. enter name and delivery address
4. click print

Question 5

set label options

Answer 5

1. click the mailings tab
2. click the labels button [create group]
3. click the options button
4. click the label vendors drop down menu
5. select avery US letter
6. select 5160 easy peel address labels in the product number area
7. click ok

Question 5

create a full page of the same label

Answer 5

1. click the mailings tab
2. click the labels button [create group]
3. enter the adress
4. ensure the default radio button selection full page of the same label radio button is selected. click the new document button

Question 6

start the mail merge

Answer 6

1. click the mailings tab
2. click the start mail merge button [start mail merge group]
3. the letters type allows you to merge any type of document

Question 7

use an exisitng list for mail merge

Answer 7

1. click the select recipient button [start mail merge group]
2. select use an existing list
3. select skiing unlimited volunteers-05 (access database file)
4. click open

Question 8

edit recipient list for mail merge

Answer 8

1. click the edit recipient list button [start mail merge group]
2. click the check mark next to rick hermenn to remove him from the list
3. click ok

Question 9

insert the address block and greetings line merge fields

Answer 9

1. click the address block button [write and insert fields group]
2. select mr. joshua randall Jr. in the specify address elements area
3. click ok
4. click the 2nd blank line below the «AddressBlock»
5. click the greeting line button [write and insert fields groups]
6. in the greeting line format section click the third drop-down menu
7. select the : option
8. click ok to insert the greeting line merge into the document

Question 10

preview mail merge

Answer 10

1. click the preview results button [preview results group]
2. click the next record arrow to preview the next record from your data source
3. click the check for errors button [preview results group]
4. select the radio button that begins simulate the merge…
5. click ok
6. click ok
7. click the preview results button to turn off the preview

Question 11

start the mail merge wizard

Answer 11

1. click the mailings tab
2. click the start mail merge [start mail merge group]
3. click step-by-step mail merge wizard

Question 11

finish the mail merge

Answer 11

1. click the finish & merge button [finish group]
2. select edit individual documents
3. ensure that the All radio button is selected in Merge Records and click ok