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Lesson 11 Performing Mail Merges Learning Objectives Students will learn to: Set up Mail Merge Execute Mail Merge a document with different file formats Create envelopes and labels MOS Skills There
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How to fill out how to mail merge

01
Open your word processing program
02
Select the mail merge option or tool
03
Choose the type of document you want to create (e.g. letters, envelopes, labels)
04
Connect to your data source (e.g. Excel spreadsheet, Google Sheets)
05
Insert merge fields where you want personalized information to appear
06
Preview the merged document to ensure accuracy
07
Complete the merge and print or email the personalized documents

Who needs how to mail merge?

01
Individuals or businesses sending out mass communications
02
People who want to personalize documents for multiple recipients
03
Anyone looking to save time on creating individual documents

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Mail merge is a software function that allows users to create a batch of personalized documents by combining a template with a data source.
Anyone looking to create personalized documents in a more efficient manner can benefit from using mail merge.
To fill out a mail merge, users need to create a document template in a word processing software and connect it to a data source containing the information to be merged.
The purpose of mail merge is to automate the process of creating multiple personalized documents, such as letters or labels, by merging a template with a data source.
The information to be reported on a mail merge includes the data fields that need to be inserted into the template, such as names, addresses, or other personalized details.
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