UGB004 Assessment 001: Mail Merge Report - Word Processing Task

This document presents a student-created report detailing the process of creating a mail merge using Microsoft Word. The report outlines the step-by-step procedure, starting from opening a Word document and utilizing the Mail Merge Wizard to selecting the recipient list, writing the letter, inserting recipient data, previewing the letter, and completing the merge for printing. Each step is explained with screenshots, providing a visual guide to the process. References to external sources are also included. This report is useful for understanding the practical application of mail merge for creating multiple personalized documents efficiently.

How I created a Mail
merge
TASKS

Table of contents
• Introduction
• Steps to create Mail merge
• References

Introduction
Mail merge is a useful tool that allows us to create multiple
letters, name tags, labels, envelopes and many more things
by using the information that is present in a database, list or
spreadsheet.

Steps to create Mail merge
The steps which I used to create a mail merge are
following:
• I opened a word document.
• From the Mailing tab, I clicked on Start Mail Merge
command and selected step by step Mail Merge
Wizard from drop down menu.

Step 1 :
I have selected “Letters” to
create. Then I clicked on
Next : Start document
Step 1

Step 2 :
Then I have selected “Use
the current document”
then clicked to Next.
Step 2

Step 3
Step 3 :
Now I require an address list so Word can automatically
place each address into documents. The list can be in
current file such as Excel workbook, or I can type a new
address list from within the Mail Merge Wizard.

1) From the Mail Merge task
pane, I have selected Use
an existing list, then I
clicked on “Browse” to
select the file.
Step 3 Cont...

Step 3 Cont...
2. I located my file and
clicked on “Open”.

Step 3 Cont...
3. As the address list is in
Excel workbook, I selected
Worksheet that contains the
list and then click on “OK”

4. In the Mail Merge
Recipients dialog box, I can
check or uncheck each box
for controlling which
recipients are involved in the
merge. Then I clicked on
“OK”.
Step 3 Cont...