Microsoft Office · Intermediate level

Intermediate level · Module 1 of 6 · 18 guided hours

Long Documents, Templates and Mail Merge

Build reports, proposals and standard letters efficiently with styles, automatic navigation, templates and mail merge.

Learning objectives

  • Structure long documents with styles and an automatic table of contents
  • Create reusable templates
  • Generate personalised letters and certificates with mail merge

Topics

  • heading styles and Navigation Pane
  • table of contents, captions and section breaks
  • templates and content controls
  • mail merge from Excel data

Lessons

  1. Lesson 1 Styles and Automatic Tables of Contents

    Use heading styles to structure a report so the table of contents and navigation update automatically.

    styleNavigation Panetable of contentsupdate field

  2. Lesson 2 Section Breaks, Captions and Templates

    Control layout in different parts of a document and save reusable organisation templates.

    section breakcaptiontemplate (.dotx)content control

  3. Lesson 3 Mail Merge for Letters and Certificates

    Generate personalised letters, labels or certificates from a list of names in Excel.

    data sourcemerge fieldpreviewmerge to new document/PDF

Practical activity

Turn a raw donor proposal draft into a branded, styled document with a table of contents, and mail-merge invitation letters for a stakeholder meeting.

Expected outcomes

  • Long documents that are easy to update and navigate
  • Batch-produced personalised documents

Assessment

Document inspection: styles used, TOC updates correctly, merge results accurate.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.