How information flows through a mail merge process | Microsoft Word | Course Excerpt

How many files are invovled in a mail merge? How does data get from your spreadsheet or CSV file into your final document? This video will take you through the process: where the files come from, what role they play and how they're related to each other, and when it's time to update them.

This video is part of a larger course on Creating data-responsive document templates for your spreadsheet-style data. This is especially useful for folks that need to work with form and survey responses on a one-by-one basis, but it's applicable to anyone who needs to generate consistently formatted reports from spreadsheet and CSV files. Learn more about the course and enroll:
https://bloudesigns.com/services/mail...

Contents of this Video -
0:00 Introduction
0:18 Data Source file (your spreadsheet or CSV)
0:59 Mail Merge Template (your custom layout and automation)
2:06 Review Document (the merged final result)
3:08 Data flows in one direction
3:37 Where and when to make changes
5:08 Recap where it comes from, what it does, when to update
7:19 I'll see you in the next video!

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Behind the scenes:
Video Editing with Techsmith's Camtasia: https://techsmith.z6rjha.net/YgjBNJ
Audio recording and normalization with (free) Audacity: https://www.audacityteam.org/

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