Explain briefly the process to merge main document with the data source
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Answers
The mail merge process involves taking information from one document, known as the data source, combining with another document known as the main document. The data source is a document, spreadsheet or database that contains personalized information such as names, addresses, and phone numbers.
Explanation:
Six Steps to Completing a Mail-Merge
Mail merging means to plug data from an address table into form letters, e-mail
messages, envelopes, address labels, or a directory (a list or catalog, for example).
To start a mail merge, choose Tools | Letters and Mailings | Mail Merge Wizard to
open the Mail Merge task pane.
Step 1: Select a Document Type
The first step is to select what Word calls a “document type” in the Mail Merge task
pane, what kind of mail-merge you want to undertake: form letters, e-mail messages,
envelopes for mass-mailings, labels for mass-mailings, or a directory (a list or
catalog). Choose an option button and click Next at the bottom of the task pane to go
to step 2.
Step 2: Select a Starting Document
What Word calls the “starting document” is the document in which the merging takes
place. In other words, the address or other data you retrieve will land in the document
you choose or create now.
You can create a new start document or use an existing one. In the case of labels and
envelopes, you tell Word what size labels or envelopes you intend to print on. In the
case of form letters, e-mail messages, and directories, you supply the text either by
making use of a document you’ve written already or writing a new document.
Step 3: Select Recipients
In step 3, you tell Word where to get the data that you will merge into the starting
document you created or supplied in step 2. You can retrieve the data from a table in
a Word document, an Access database table or query, or the address book or contact
list where you store your addresses. You can also create a new list for the data if you
haven’t entered the data in a file yet.
Step 4: Write/Arrange Your Document
In step 4, you insert the merge fields, the parts of the starting document that differ
from recipient to recipient. By inserting merge fields, you tell Word where to plug
information from the data source into the starting document. You also tell Word
which data to take from the data source. Word offers special tools for entering an
address block – the recipient’s address, including his or her name, company, title,
street address, city, and zip code.
Step 5: Preview Your Document
In step 5, you get a chance to see what your form letters, e-mail messages, envelopes,
labels, or directory will look like after they are printed or sent. In this step, you find
out what the document will look like when real data is plugged into it.If something is amiss in the document, you can click the Previous link to return to
step 4, the Write/Arrange your document task pane, and make changes there.
Step 6: Complete the Merge
Step 6 is where you complete the merge by either printing a new document or saving
the new file and printing it later. By saving the merged data in a new file, you can
edit the file before printing it. In the case of e-mail messages, you click the Electronic
Mail link to tell Word to send the e-mail messages.