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In Publisher 2010 Essential Training, author David Rivers demonstrates how to create professional publications, such as brochures, newsletters, and menus. Using real-world examples, the course includes an overview of the different types of publications available in Publisher, shows how to use Publisher's tools for modifying text, objects, and tables, and explains how to customize layout and design options. Tutorials on performing mail merges and preparing publications for the web and for print are also included. Exercise files accompany the course.
So you have created your publication, chosen a list of recipients to merge the publication with, added the fields, done the formatting, previewed the results; everything is ready to go, and it's time to actually perform the merge. Now you may have noticed, as we were creating our hello nametags here and inserting fields, that Mail Merge was selected by default over here in the Start group. That's because this is the type of publication where we would actually want to merge the list of recipients with our nametags and probably send them to the printer to issue the labels to be printed on.
So Mail Merge is selected by default, and all we need to do to finish the mail merge is come over to the Finish group to click Finish & Merge, and there are a number of options to choose from. We can merge to a printer, so this would go directly to the printer, If your labels are set up and ready to be printed, off they go. We can also merge this into a brand- new publication, so instead of seeing one label, we'd see a whole bunch of labels with all of the names on them. Or we could add this to an existing publication. Maybe you have got form letters going out to each of the recipients and you want to add the labels to that file, so you have both, and print the whole thing at once.
We are going to create a brand-new publication, Merge to New Publication, it only takes a moment, and then you're going to see thumbnails for each of the labels with the names on them. And we can go through them, looking at them. You can see some of them don't have company names, so they don't show up, no problem. And once you have got the merge completed, you could also print. You will notice over here on the right- hand side, Mail Merge has appeared in the Mail Merge pane, and we can go back to the original. We can save this up. You will notice it's not a saved publication. And we could also print it right from here, and of course you could also do that from Backstage view, by clicking the File tab. You might want to go to print these out by clicking Print, and this is what it would look like on an 8.5 x 11, so you probably want to set up your paper, and so on, for the labels that you were going to use to print this out on.
We'll click the File tab to exit Backstage view. So that's all there is to merging the two files together: your list of recipients with your publication and those field names.
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