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Shelly Cashman Word 2016 | Module 6: SAM Project 1a
Aspen Centers
PERFORM A MAIL MERGE
GETTING STARTED
•
Open the file SC_WD16_6a_FirstLastName_1.docx, available for download
from the SAM website.
•
Save the file as SC_WD16_6a_FirstLastName_2.docx by changing the “1”
to a “2”.
o
•
If you do not see the .docx file extension in the Save As dialog box, do
not type it. The program will add the file extension for you automatically.
With the file SC_WD16_6a_FirstLastName_2.docx still open, ensure that
your first and last name is displayed in the footer.
o
If the footer does not display your name, delete the file and download a
new copy from the SAM website.
PROJECT STEPS
1.
You are the volunteer fundraising coordinator for the Aspen Centers, and you
are writing a form letter to encourage past donors to support the centers again.
To use the standard format for letters, change the page orientation to Portrait.
2.
To increase the amount of space at the top of the first page, specify the
Absolute Vertical position of the shape containing the letterhead as 1″ below
the Page.
3.
At the bottom of page 1 and continuing on page 2, convert the 11 paragraphs
of text starting with “Name…” and ending with “…South Bend” to a table with
three columns to make the information easier to read.
4.
To improve the appearance of the new table, format it as follows:
a.
Apply the Grid Table 4 – Accent 5 style to the table.
b.
Use the AutoFit Contents feature to resize the entire table to fit its
contents.
5.
Because the table exceeds the length of page 1, repeat the table header rows
across pages.
6.
To clarify the contents of the table, sort the table contents in ascending order,
first by Type of Contribution and then by Center Location.
Shelly Cashman Word 2016 | Module 6: SAM Project 1a
7.
8.
To set up the document as a form letter, start the Step-by-Step Mail Merge
Wizard, accept Letters as the document type, and then choose to use the
current document as the starting document. Choose to create a new recipient
list, and then customize the columns in the recipient list as follows:
a.
Customize the columns by deleting the Company Name, Country or
Region, Work Phone, and E-mail Address fields.
b.
Rename the Home Phone field using Mobile Phone as the new field
name.
c.
Add a new field to the end of the address list using Amount as the field
name.
Enter the address information for the two recipients shown in bold in Table 1
below, and then save the data source using a name of your choice.
Table 1: Recipient Addresses
Field
Record 1
Record 2
Title
Mr.
Ms.
First Name
George
Jean
Last Name
Montoya
Williams
Address 1
1351 E. Payne St.
45 N. Center Dr.
Address 2
Apt. 901
City
Bloomington
South Bend
State
IN
IN
ZIP Code
47405
46624
Mobile Phone
(812) 555-3375
(574) 555-1289
Amount
$50.00
$25.00
9.
Continue to Step 4 in the Mail Merge wizard, and then use the Date content
control with the “CLICK HERE TO SELECT A DATE” placeholder text to select the
date April 6, 2020.
10.
Insert the inside address as follows:
11.
a.
Select the placeholder text “INSERT INSIDE ADDRESS”, and then insert
an AddressBlock merge field using the Mr. Joshua Randall Jr. format.
b.
Delete the placeholder text.
Insert the greeting line as follows:
a.
Select the placeholder text “INSERT GREETING LINE”, and then insert a
GreetingLine merge field using the Dear Joshua: format.
Shelly Cashman Word 2016 | Module 6: SAM Project 1a
b.
Delete the placeholder text.
12.
In the paragraph above the table, select the “[AMOUNT]” placeholder text, and
then insert a merge field for Amount to include the previous donation amount
for each recipient.
13.
To include a personalized postscript, add an IF field as follows:
a.
In the blank paragraph at the bottom of page 2, insert an
If…Then…Else… rule.
b.
Compare whether the City field is equal to Bloomington.
c.
Use the following as the true text:
P.S. I hope to see you at the talent show next Friday.
d.
Use the following as the false text:
P.S. The next time you are in Bloomington, stop by the Aspen
Center on Third Street.
14.
Continue to Step 5 of the Mail Merge wizard, and then edit the recipient list to
sort the data records in ascending order by ZIP code in preparation for bulk
mailing.
15.
Complete the mail merge as follows in the lettered steps below. You will merge
to a new document and then copy the contents of the merged file to the end of
your original document, so that all of your assignment appears in the same file.
a.
Continue to Step 6 of the Mail Merge wizard, and then merge all records
to a new document.
b.
In the new document containing the merged form letters, press CTRL+A
to select all contents in the document, and then copy the selected text to
the Office Clipboard.
c.
In the document SC_WD16_6a_FirstLastName_2.docx, move the
insertion point to the blank paragraph at the top of page 3, and then
paste the merged form letter into the main document.
d.
Verify that the pasted merged form letters appear only on pages 3–6 of
the document SC_WD16_6a_FirstLastName_2.docx.
e.
Delete the page break and the Next Page section break at the bottom of
page 6 to make the document six pages long.
f.
Turn off the preview of the mail merge results.
Close the new, merged document without saving it.
Your document SC_WD16_6a_FirstLastName_2.docx should look like the Final
Figure on the following pages. Save your changes, close the document, and then exit
Word. Follow the directions on the SAM website to submit your completed project.
Note: When opening your file or the Graded Summary report for this Project, you may
be prompted to Select From “Office Address List”. Select No in the dialog box to view
your report.
Shelly Cashman Word 2016 | Module 6: SAM Project 1a
Final Figure
Shelly Cashman Word 2016 | Module 6: SAM Project 1a
Shelly Cashman Word 2016 | Module 6: SAM Project 1a
Shelly Cashman Word 2016 | Module 6: SAM Project 1a
Shelly Cashman Word 2016 | Module 6: SAM Project 1a
Shelly Cashman Word 2016 | Module 6: SAM Project 1a
Erica Blakely
25 Harmony Avenue
Bloomington, IN 47403
(812) 555-6338
CLICK HERE TO SELECT A DATE
INSERT INSIDE ADDRESS
INSERT GREETING LINE
The Aspen Centers of Indiana coordinate locally funded programs for students ages 6–18. The programs focus on after-school activities in
academics, athletics, artistic expression, and community service. I have been volunteering at the Aspen Center of Bloomington for the
past year, which has been a rich and rewarding part of my week. Through my experience, I see that the Aspen Centers are making a
difference in the lives of kids, their families, and our community.
As a past donor, you know that the Aspen Centers want to keep their doors open for any student who would like to attend their
programs, even if his or her family cannot afford the fees. I am writing to encourage you to renew your donation to this extraordinary and
worthwhile program.
You can provide financial support in a few ways. The spring fundraiser is the Aspen Centers golf tournament on May 22. This popular event
pairs professional golfers and notable amateurs with donors and features Aspen students showcasing their talents and achievements. If
you like to golf or walk the course, or you simply enjoy being outdoors, please register for the event at www.aspen.cengage.com. All
proceeds from the tournament are used to fund student sponsorships.
You can also make a direct contribution to the Aspen Centers. The following list gives you an idea of what your donation can fund for
Aspen Centers students:
•
•
•
•
$10.00 funds school and art supplies.
$25.00 buys a scientific calculator or sports equipment.
$50.00 covers the cost of educational software and tutoring.
$150.00 pays for a mobile computer.
This file created specifically for Igor Mbiso
Last year, you donated [AMOUNT] to your local Aspen Center. Can I count on you making a similar donation this year—or better yet,
increasing your contribution? I have already received the following pledges from your friends and neighbors:
Name
Bill & Jody Hendricks
Maribel Montez
Josh Buckley
Adam & Amy Clark
Michael Shapiro
Tanesha Lamont
John & Gina Laing
Aaron Woodman
Heather Nash
Alex & Nicole Rollins
Type of Contribution
Fall fundraiser
Direct donation
Spring fundraiser
Direct donation
Direct donation
Fall fundraiser
Direct donation
Spring fundraiser
Direct donation
Direct donation
Center Location
Indianapolis
Bloomington
Indianapolis
South Bend
Bloomington
Bloomington
Indianapolis
Bloomington
Bloomington
South Bend
To add your name to this list of featured donors, please complete the enclosed card and return it to me. On behalf of the Aspen Centers
of Indiana and the wonderful students and families they serve, thank you for your generous and ongoing support.
Sincerely,
Erica Blakely
VOLUNTEER FUNDRAISING COORDINATOR
This file created specifically for Igor Mbiso
This file created specifically for Igor Mbiso

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