Click the “Step by Step” Mail Merge Wizard option from the menu Action #3: Choose “Letters” from Select document type & click next Action #4: Choose “Start from existing document,” select “(More files…)” & click the Open button Action #5: Open the existing document file labeled “Preparing a Mailer Practice” located on the C: drive in the folder labeled “Training Class Files – DO NOT REMOVE” Action #6: Once the letter appears on screen, choose “Use the current document” & click “Next: Select recipients” LESSON ITEM #2: SELECTING RECIPIENTS Action #6: Under the ”Use an existing list” heading, click “Browse” Open the existing document file labeled “Preparing a Mailer Contact List” located on the C: drive in the folder labeled “Training Class Files – DO NOT REMOVE” LESSON ITEM #3: ALTERING THE MAILING LIST Action #7: Once the list is selected, the “Mail Merge Recipients” document should appear (see below) This window allows you to select which recipients you want to send the letter to, as well as sorting each name if necessary. For this exercise, let’s sort the names alphabetically by last name Click on the option labeled “Sort” Action #8: The “Filter and Sort” menu should appear From the “Sort Records” tab, choose to sort by “Last Name” in “Ascending” order Click “OK” and the list should re-organize Click “Next: Write Your Letter”
Check the “Show Changes” area at the bottom of the window and make sure the “Show changes in: New document” radio button is checked LESSON ITEM #6: COMPARING / COMBINING DOCUMENTS, Cont’d Action #3: Let’s take a moment to understand the new screen view and what it contains: Action #4: Reject all of the changes suggested by Billy Bob Delete all of the comments made by cstanyer Accept all of the changes made by cstanyer Reject any Header/Footer changes made Action #5: Use the “Save As” function to save the new document under the name “New Paper” If the computer asks if you would like to overwrite the existing file, click “Yes” LESSON ITEM #7: COMPATIBILITY CHECKER REASON: This useful tool will allow you to check for features in your Microsoft Word 2010 document that are not supported by earlier versions. It’s a handy item to have if you are sending an important or time critical piece to a 3rd party who may or may not have the same version of Word as you. Action #1: Locate the “Check Compatibility” option located in the “File” tab in the “Info” section, under the “Check for Issues” menu
Keep the page open for the next activity LESSON ITEM #12: BIBLIOGRAPHIES REASON: A bibliography is also known as the “Works Cited” page, showing the reader the research that was used to support the document. A proper bibliography is expected in any document that requires 3rd party statements or claims. Action #1: Place the cursor below the last line of the last paragraph Locate and select the “Bibliography” button & drop-down menu located in the Citations & Bibliography Tab Section of the References tab Action #2: Select the “Bibliography” option from the menu to add the bibliography Leave the document open for the next Lesson Item LESSON ITEM #13: INSERTING FOOTNOTES REASON: A footnote is a section of text created at the bottom of the document that adds further definition to a corresponding word in the document. Footnotes are an easy and important way to add more clarity to key points of your document. Action #1: Locate and select the “Insert Footnote” button located in the “Footnotes” Tab Section of the References tab Select the “Footnote & Endnote” options window available by clicking the bottom right corner of the “Footnotes” tab section & note the available options. Click “Cancel” to remove the window Action #2: Select the word “evening” from the first sentence in the paragraph
Click the “Insert Footnote” button to insert a footnote Type the following text in the footnote: Late in the day LESSON ITEM #14: TABLE OF CONTENTS REASON: The Table of Contents is a basic way to navigate through a document, especially large documents with many sections. Action #1: Open the existing document file labeled “Table of Contents Practice” located on the C: drive in the folder labeled “Training Class Files – DO NOT REMOVE” Follow the directions shown on the page to complete the activity Action #2: Activate the “Table of Contents” drop down and select “Insert Table of Contents” Note all of the available options for your table of contents, including formatting options and hyperlinks. SECTION III: COMPLETE! SECTION IV: DOCUMENT SECURITY LESSON ITEM #15: DEVELOPER TAB REASON: The developer tab is mainly used to develop Macros, interactive controls, or to enhance document security. Action #1: Activate the Developer Tab by performing the following Open the “File” tab Click on the “Options” button Click on the “Customize Ribbon” button Checkmark “Developer” LESSON ITEM #16: SECURING SECTIONS OF THE DOCUMENT
LESSON ITEM #19: AUTO CORRECT OPTIONS REASON: Word 2010 can be customized to do a wide variety of different things that can help you to be more productive in the office Action #1: Access the “Options” menu located in the “File” tab Select the menu labeled “Proofing” Click the “Auto Correct Options” button Action #2: Click through the different tabs and review all of the different options available for customization Notice that the “Autocorrect” tab allows you to replace designated text with any word, symbol, or phrase that you wish. LESSON ITEM #20: SHORT CUT ASSIGNMENTS REASON: Word 2010 can also be customized to use a variety of different keyboard shortcuts. This too will make your work time faster and more productive Action #1: Access the “Options” menu located in the “File” tab Select the menu labeled “Customize Ribbon” Click the “keyboard shortcuts: “Customize” button Action #2: To customize the keyboard shortcuts, select the category you want to customize from the menu on the left Next select the specific action you want to create a shortcut for from the menu on the right Finally, place the cursor in the “Press new shortcut key” box and type in the key or keys you would like to be assigned to that specific function.