lesson 6 SAM training Flashcards

1
Q

show gridlines in the current document

A
  1. click on the view tab
  2. click on gridlines box
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2
Q

change the page orientation to landscape

A
  1. click the layout tab
  2. click the orientation button [page setup group]
  3. click landscape
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3
Q

create and print an envelope with the receipt address. Use the default delivery address and no return address

A
  1. select the name and address for the envelope
  2. click mailings tab
  3. click the envelopes tab [create group]
  4. word automatically copies the address
  5. click print
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4
Q

use the content control to enter the date April 7, 2021 and then click outside the content control to deselect it

A
  1. click the content control placeholder text that reads “click here to enter a date”
  2. click on arrow to display a calendar
  3. click the date April 7, 2021
  4. click outside the content control
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5
Q

insert a signature line

A
  1. click the blank paragraph at the end of the document
  2. click the insert tab
  3. click the signature line button [text group]
  4. In the suggested signer box type Nick Sullivan
  5. in the suggested signer title box type Senior Consultant
  6. click ok
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6
Q

Use formulas in a table

A
  1. click the table cell to the right of the total cell
  2. click the table tools layout tab
  3. click formula button [data group]
  4. =SUM(ABOVE) is already inputted
  5. click ok
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7
Q

start the mail merge wizard and specify a template
complete step 1 by selecting the current document as the starting document

A
  1. click the mailings tab
  2. click the start mail merge button
  3. click step by step mail merge wizard
  4. click next starting document
  5. click next select recipients link
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8
Q

type a new recipient list using the mail merge wizard

A
  1. click the mailings tab
  2. click the start mail merge button
  3. click step by step mail merge wizard
  4. click next starting document
  5. click next select recipients link
  6. click type a new list
  7. the create link appears click the link
  8. click customize columns…
  9. click country or region
  10. click delete
  11. click yes
  12. click ok
  13. in the title column, type Ms.
  14. press tab
  15. in the first name column, type Carleen
  16. in the last name column, type Garcia
  17. click ok
  18. in the save text box type Rockland as the file name
  19. click save
  20. click ok
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9
Q

insert merge fields using the mail merge wizard
In the blank paragraph after the date line, use the mail merge wizard to complete step 4 and insert an address block merge field using the Joshua Randall Jr. format

A
  1. click the mailings tab
  2. click the start mail merge button
  3. click step by step mail merge wizard
  4. click next starting document
  5. click next select recipients link
  6. in the mail merge pane click the address block link
  7. In the insert the recipient’s name in this format list with Joshua Randall Jr. selected
  8. click ok
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10
Q

preview a mail merge using the mail merge wizard
use the mail merge pane to complete step 5 by previewing the merged document and excluding the Allison Salazar recipient

A
  1. click the mailings tab
  2. click the start mail merge button
  3. click step by step mail merge wizard
  4. click next starting document
  5. click next select recipients link
  6. click next mail merge
  7. click next preview your letters link
  8. to preview your letters click next button
  9. word displays the recipient Allison Salazar
  10. click exclude this recipient button
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11
Q

finish a mail merge using the mail merge wizard
use the mail merge pane to complete step 6 and merge all the recipient info to a new document

A
  1. click the mailings tab
  2. click the start mail merge button
  3. click step by step mail merge wizard
  4. click next starting document
  5. click next select recipients link
  6. click next mail merge
  7. click next preview your letters link
  8. click next complete the merge link
  9. click the individual letters link
  10. click ok
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12
Q

toggle field codes

A
  1. right click the “month” field results
  2. on the shortcute menu click toggle field codes
  3. right click the IF field
  4. on the shortcut menu click toggle field codes
  5. word displays “month” again
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13
Q

finish a mail merge by merging to a new document

A
  1. click mailings tab
  2. click finish & merge button [finish group]
  3. click edit individual documents
  4. click ok
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14
Q

edit a recipient list

A
  1. click mailings tab
  2. click edit recipient list
  3. in the data source box in the mail merge recipients dialog box click Rockland.mdb
  4. click edit
  5. in the 2nd entry click Salazar in the last name field and then type Thompson to replace the text
  6. click ok
  7. click yes
  8. click ok
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15
Q

insert mail merge fields

A
  1. mailings tab
  2. insert mail merge field arrow
  3. click company_name
  4. click the highlight merge fields button
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16
Q

start a mail merge and select a main document

A
  1. mailings tab
  2. start mail merge
  3. letters
17
Q

preview a mail merge

A
  1. mailings tab
  2. preview results
  3. click next record button
  4. click the last record button
  5. in the preview results group click the go to record box type 4 and press enter
18
Q

select an existing recipient list

A
  1. mailings tab
  2. select recipients
  3. use an existing list
  4. click the Rockland file
  5. click open
19
Q

insert an IF field

A
  1. select the placeholder text [insert IF field]
  2. mailings tab
  3. rules
  4. if…then…else
  5. field name: state
  6. compare to TX
  7. insert text in insert this text box
  8. insert text in otherwise insert this text box
  9. ok
20
Q

edit the source file of a linked object

A
  1. click the linked “2021 Sales by Branch” chart
  2. chart tools design tab
  3. data group–> edit data
  4. click cell D3
  5. type 64,000 and press enter
  6. save
  7. close excel
21
Q

sort and filter a recipient list

A
  1. mailings tab
  2. edit recipient list
  3. click last name heading
  4. sorted alphabetically
  5. click state column
  6. click TX
  7. click ok
22
Q
A