Overview
This course provides these key users with the skills to create sophisticated form templates that can be used by other people in a team, department or organisation and use the Word mail merge facility efficiently.
In order to produce consistent-looking documents within an organisation, Word offers the facility to create document "stencils" through user and workgroup templates; for individuals and groups of people respectively. It is essential that certain key Word users in the organisation are, therefore, responsible for creating and maintaining these templates.
The crux of creating templates for others to use is ensuring they are stored in the correct location for other users to access. Creating and modifying both paragraph and character styles, is essential to maintaining a consistent appearance.
The Mail Merge Summary: Sending letters to multiple recipients can be time consuming and laborious. Mail Merge allows you to quickly send the same or very similar documents to any number of recipients each being personalised with relevant data, addresses or references.
This training may be available onsite; please contact us if you are interested.
Audience
Key Word users in an organisation who are responsible for generating Forms or producing mail merged letters and labels
Skills Gained
By the end of the Designing Forms part of the course the delegate will be able to:
- Explain the difference between a user template and a workgroup template
- Create paragraph and character styles to standardise document appearance
- Use document fields to automate document input
- Record and edit macros and store them on customised toolbar buttons and to make the templates easy to use
By the end of the Mail Merge part of the course the delegate will be able to:
- Explain and use the Mail Merge Wizard to create standard letters for multiple recipients
- Create and use data sources from other programs
- Use the Mail Merge Wizard to generate labels and envelopes
- Use various query and filtering options to dictate which recipients receive the mailing
Prerequisites
Delegates must:-
- Have the appropriate level of responsibility for creating templates for others
- Have ideally attended either the Intermediate or Advanced course or at least be familiar with their content
- Work regularly with Word in both short and long documents
- Know how to format a document using both font & paragraph formatting techniques
- Know what a Word paragraph "style" is
- Know how to work with basic tables, tabs and indents
Course Outline
Designing a Form
- AutoText
- Headers and Footers in multiple sections
- Same as Previous
- Odd v Even
- Working with Graphics
- Symbols
- Basic Fields
- Date and Time
- Doc Info (Properties)
- Toggle Code
- Update
- Tools - Options - View - Field Shading
- Creating Fields
- Switches
- Fill In Field
- CTRL & SHIFT F9
- Forms Fields
- Text Boxes
- Drop Down Lists
- Check Boxes
- Field Options
- Protect
- Macros
- Record, Run & Delete
- View Code
Mail Merge
- Using the Mail Merge Wizard to create standard letters
- Merge to Printer
- Merge to New Document
- Using existing data sources in the Mail Merge process
- Word
- Excel
- Access
- Outlook Contacts
- Design guidelines for a data source in either Excel, Access or Word
- Creating a data source in Excel
- Filtering the data source
- Advanced query options
- Creating labels and envelopes using the Mail Merge Wizard
- Using the Mail Merge toolbar as an alternative to the Wizard
- Customizing the Toolbar for Insert-Merge Field (XP only)
- Using Word fields to vary the mail merge output
The training course outline shown above is a standardised version representing all
the dates shown and may vary from the course you attend. You will be sent the actual
course outline when you enquire about a specific date.