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Last edited 10 days ago by Learn LoopHQ.

Chapter: 04. Word Processor Mail Merge

The purpose of the “Insert Merge Field” command is to allow users to insert individual placeholders (tags) for specific data fields (like First Name) from the Data Source into the main document.
The Data Source in Mail Merge stores all the unique, variable information about the recipients, such as their names, addresses, titles, and other specific details.
A Merged Document is the final output of the Mail Merge process, created by combining the common text from the Main Document with the specific details from the Data Source for each individual recipient.
The primary purpose of the Mail Merge feature is to efficiently create multiple personalized letters or documents for a large number of recipients without manually changing details for each one.
The Mailings tab in Microsoft Word contains all the Mail Merge related commands.
The Main Document in Mail Merge is the template letter or document that contains the common text and graphics that will be the same for every recipient.
When you choose the “Edit Individual Documents” option, a new Word document is created that contains all the merged letters, each on a separate page, allowing you to make individual edits before printing.
The benefit of using the “Preview Results” command is to check how the personalized letters will appear with the actual recipient data, allowing for corrections before printing or saving.
After typing the common invitation, the next step is to click on the “Start Mail Merge” command in the “Mailings” tab and select the “Letters” option.
When creating a new address list, typical details entered for recipients include Title, First Name, Last Name, Address Line 1, Address Line 2, and City.
Mail Merge allows you to make changes to the main document once, and those changes will automatically apply to all the generated personalized letters, ensuring quick and consistent modifications across all documents.
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