Microsoft Word: Forms, Mail Merge, and Field Code Rules
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Microsoft Word: Forms, Mail Merge, and Field Code Rules

Confidently Create Fillable Forms, Make the Most Out of Mail Merge, and Rule Over Field Rules.
4.6 (15 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
592 students enrolled
Created by IsáBel Harrison
Last updated 7/2017
English
Current price: $10 Original price: $105 Discount: 90% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 1.5 hours on-demand video
  • 13 Articles
  • 29 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Use Form Controls to Create Fillable User Forms in Microsoft Word
  • Use the Mail Merge Wizard to Create Personalized Form Letters, E-mails, and Mailing Labels
  • Use Mail Merge Rules to Control the Information in Your Mail Merge Documents
View Curriculum
Requirements
  • Install Microsoft Office 2007, 2010, 2013, or 2016
Description

Confidently Create Fillable Forms, and Make the Most Out of Mail Merge.


F O R M S

↳ Gathering information from others can be quite a task. 

When you e-mail someone a form, you never know what you’re going to get in return.

 If you create questionnaires, or just want information to be displayed in a specific format in Microsoft Word, forms are the way to go.


M A I L  M E R G E

↳ Mail Merge allows you to communicate with scores, and scores of people, using one letter, but making it personal to individuals.

You can use Mail Merge to communicate through a form letter to be mailed, or through an e-mail.

And you'll want to learn about Mail Merge Rules!


R U L E S

↳ With Rules you can set up how Word merges your data source information with your form letters.

For example, you can create a rule that shows, or hides information on your letter depending on whom it is being sent to.

No more creating multiple, similar form letters, when Rules will do the work for you.


Enroll Today for Lifetime Access
and become a better Microsoft Word user.

Who is the target audience?
  • This Microsoft Word course is for anyone who needs to create user forms, and send mass communications via print or e-mail.
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Curriculum For This Course
41 Lectures
01:41:17
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Welcome to Microsoft Word: Creating User Forms & Managing Mail Merge | Udemy.com
2 Lectures 02:18

Microsoft Word: Creating User Forms & Managing Mail Merge on Udemy.com

Preview 01:45

Where to find the exercise files for Microsoft Word: Creating User Forms & Managing Mail Merge on Udemy.com

Preview 00:33
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Creating Forms in Microosft Word
14 Lectures 42:14

An Overview of User Forms in Microsoft Word, and what you will be learning in this section.

Overview of User Forms in Microsoft Word
01:23

Adding Text Labels to User Forms in Microsoft Word

. . . . . . Adding Labels
02:56

Adding Text Controls to User Forms in Microsoft Word, and Modifying Their Properties.

. . . . . . Adding Text Controls
07:40

Adding Picture Controls to User Forms in Microsoft Word, and Modifying Their Properties.

. . . . . . Adding Picture Controls
01:41

Adding Drop-Down Lists, also called Combo Boxes, to User Forms in Microsoft Word.

. . . . . . Adding Drop-Down List Controls
03:44

Adding a Drop-Down Date Picker Control to User Forms in Microsoft Word, and Modifying Their Properties.

. . . . . . Adding Date Controls
01:41

Adding Check Boxes to User Forms in Microsoft Word, and Modifying Their Properties.

. . . . . . Adding Check Box Controls
01:50

Adding Radio Buttons, also called Option Buttons, to User Forms in Microsoft Word, and Modifying Their Properties.

. . . . . . Adding Option Controls
06:32

Once You Have Created Your Form, Make Sure You Test a Copy of that Form.

Testing the Form
03:31

Make Sure Other Users Can Only Fill In The Form, and Not Change Your Labels, or Layout.

Protecting the Form
03:06

Allow Certain Users to Modify Specific Portions of Your Microsoft Word Form.

Editing Form Permissions
02:14

Learn How To E-mail the Microsoft Word Form, as an Attachment, Through Microsoft Outlook.

Creating a Submit Button to E-mail Forms Using Outlook
02:56

Test Your Skills By Inserting Into a Microsoft Word Form Different Form Controls, and Modify Their Properties.

Exercise: Create Hiring Information Form
02:51

Time to test out what you have learned so far.

Test Your Skills: Create New Patient Registration Form
00:09
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Mastering Mail Merge in Microsoft Word
12 Lectures 32:59

Using Mail Merge in Microsoft Word Will Save You Time.  Find Out How Much.

Preview 01:23

The Mail Merge Wizard in Microsoft Word is the Fastest Way to Create Form Letters, For Print, or For E-mails.

Preview 04:15

Learn to Connect Your Form Letters to an Existing Excel Workbook.

. . . . . . Using an Existing List
09:16

See How Easy It Is to Personalize Form Letters with Mail Merge Fields.

. . . . . . Inserting Merged Fields to Word Documents
04:16

Learn the Different Options for Printing and Editing your Form Letters in Microsoft Word.

. . . . . . Printing Merged Documents or Editing Individual Letters
01:40

Besides Applications, Such As Excel, Access, and HTML Files, You Can Also Use Microsoft Outlook as a Data Source.

. . . . . . Selecting Recipients from Outlook Contacts
00:02

When You Do Not Yet Have a Data Source, You Can Create One On The Fly.

. . . . . . Creating a Recipient List
03:40

Mail Merge is Not Just For Printed Documents.  You Can Also Use Mail Merge To Create Multiple, Personalized E-mails.

Creating E-mails with the Mail Merge Wizard
00:02

Learn How to Create Labels, for Envelopes, or More, Using the Mail Merge Wizard.

Creating Mailing Labels with the Mail Merge Wizard
06:50

A Summary of How To Create a Merged Document without the Mail Merge Wizard

Performing a Manual Mail Merge
01:12

Test Your Skills by Performing a Mail Merge on the Attached Word Document

Exercise: Merge Fundraising Thank You Letter
00:07

Keyboards Shortcuts Specific to Mail Merge Functions.

Mail Merge Keyboard Shortcuts in Microsoft Word
00:14
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Mail Merge Field Code Rules
11 Lectures 24:04

Rules Allow You to Take Control Over What Type of Information is Included in Your Mail Merge.

Preview 00:34

Use the Fill-In Rule to Create Prompts That Will Ask You for Additional Information In Your Mail Merge.

Preview 02:12

Use the If...Then...Else Rule to Conditionally Display Verbiage in Your Form Letters.

. . . . . . If...Then...Else Rules
03:17

The Ask Rule is used to repeat the same information in more than one place in a merged document. 

. . . . . . Ask Rules
07:49

The Skip Records If Rule is used  to skip the inclusion of the current data record if a certain condition is true.

. . . . . . Skip Records If Rules
03:06

The Merge Record # Rule is used to capture the record number in the data source to be included in the merged document.

. . . . . . Merge Record # Rules
00:29

The Merge Record Sequence Rule is used when you want a count of the records in the merged document.

. . . . . . Merge Record Sequence Rules
00:29

The Next Record Rule is used to insert the next data record into the current document without starting a new document.

. . . . . . Next Record Rules
00:26

The Next Record If Rule is used to determine if the next record should be merged into the current document or into a new document.

. . . . . . Next Record If Rules
00:21

The Set Bookmark Rule is used to associate a bookmark name to a specific value for your merged document.

. . . . . . Set Bookmark Rules
04:39

Keyboards Shortcuts Specific to Fields.

Fields Keyboard Shortcuts in Microsoft Word
00:41
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Thank You
2 Lectures 01:01

Thank You for Enrolling in this Microsoft Word Course on Udemy.com

Thank You
00:59

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00:02
About the Instructor
IsáBel Harrison
4.5 Average rating
1,004 Reviews
15,445 Students
16 Courses
Results & Convenience | Training Specialist Since 1999.

Inspiring and Empowering People to Achieve Their Goals through Learning.


Sharing the strategies, and tips you need to regain control at work, and optimize productivity.

IsaBel has been serving students since 1999. Successfully self-employed, she is a trusted consultant for businesses large and small. She is a publisher, and author of several highly-rated eBooks.

IsaBel has been certified many times over as a Database Administrator, IT Professional, Developer, Network Administrator, and even Certified Ethical Hacker. Even with a technical background, she is a down to earth half-marathoner, who enjoys her family, good food, and sports.

IsaBel grew up around teachers, so education was always important to her.

All her life she has seen how gaining even a little more knowledge can make such a big difference in everything from the way you speak, to the way you cook, the way you parent, to the way you fix a leaky faucet, the speed in which you perfect your spreadsheets, to the upgrade your resume can get by learning SQL.

She was taught the importance of always learning, and works hard daily to help others, like you, meet your goals.

Enroll Now, then ▶Subscribe to My YouTube Channel, because Change Matters, Growth Matters.