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.
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An Overview of User Forms in Microsoft Word, and what you will be learning in this section.
Adding Text Labels to User Forms in Microsoft Word
Adding Text Controls to User Forms in Microsoft Word, and Modifying Their Properties.
Adding Picture Controls to User Forms in Microsoft Word, and Modifying Their Properties.
Adding Drop-Down Lists, also called Combo Boxes, to User Forms in Microsoft Word.
Adding a Drop-Down Date Picker Control to User Forms in Microsoft Word, and Modifying Their Properties.
Adding Check Boxes to User Forms in Microsoft Word, and Modifying Their Properties.
Adding Radio Buttons, also called Option Buttons, to User Forms in Microsoft Word, and Modifying Their Properties.
Once You Have Created Your Form, Make Sure You Test a Copy of that Form.
Make Sure Other Users Can Only Fill In The Form, and Not Change Your Labels, or Layout.
Allow Certain Users to Modify Specific Portions of Your Microsoft Word Form.
Learn How To E-mail the Microsoft Word Form, as an Attachment, Through Microsoft Outlook.
Test Your Skills By Inserting Into a Microsoft Word Form Different Form Controls, and Modify Their Properties.
Time to test out what you have learned so far.
Using Mail Merge in Microsoft Word Will Save You Time. Find Out How Much.
The Mail Merge Wizard in Microsoft Word is the Fastest Way to Create Form Letters, For Print, or For E-mails.
Learn to Connect Your Form Letters to an Existing Excel Workbook.
See How Easy It Is to Personalize Form Letters with Mail Merge Fields.
Learn the Different Options for Printing and Editing your Form Letters in Microsoft Word.
Besides Applications, Such As Excel, Access, and HTML Files, You Can Also Use Microsoft Outlook as a Data Source.
When You Do Not Yet Have a Data Source, You Can Create One On The Fly.
Mail Merge is Not Just For Printed Documents. You Can Also Use Mail Merge To Create Multiple, Personalized E-mails.
Learn How to Create Labels, for Envelopes, or More, Using the Mail Merge Wizard.
A Summary of How To Create a Merged Document without the Mail Merge Wizard
Test Your Skills by Performing a Mail Merge on the Attached Word Document
Keyboards Shortcuts Specific to Mail Merge Functions.
Rules Allow You to Take Control Over What Type of Information is Included in Your Mail Merge.
Use the Fill-In Rule to Create Prompts That Will Ask You for Additional Information In Your Mail Merge.
Use the If...Then...Else Rule to Conditionally Display Verbiage in Your Form Letters.
The Ask Rule is used to repeat the same information in more than one place in a merged document.
The Skip Records If Rule is used to skip the inclusion of the current data record if a certain condition is true.
The Merge Record # Rule is used to capture the record number in the data source to be included in the merged document.
The Merge Record Sequence Rule is used when you want a count of the records in the merged document.
The Next Record Rule is used to insert the next data record into the current document without starting a new document.
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.
The Set Bookmark Rule is used to associate a bookmark name to a specific value for your merged document.
Keyboards Shortcuts Specific to Fields.
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