Word 2013: Mail Merge and Creating Forms in pdf

Introduction

This booklet is the companion document to the Word 2013: Mail Merge and Creating Forms workshop. The booklet will show users how to create fillable forms, restrict editing in the forms, and save the form as a template. This booklet will also show how to use the Mail Merge Wizard to quickly create personalized letters to multiple people.

Learning Objectives

After completing the instructions in this booklet, you will be able to:

• Create fillable forms in Word
• Add the Developer tab to the Ribbon
• Understand content controls and how to add them to your form
• How to lock and restrict your form
• How to save your form as a template
• How to unlock a form
• How to use the Mail Merge Wizard
• How to reassign fields using the matching fields tool