Word 2016 Intermediate/Advanced

Lesson 8 – Using Mail Merge

Word 2016

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S TEP - BY -S TEP

Sort records to be merged.

Steps

Practice Data

1. Select the Edit recipient list link under Use an existing list in the Mail Merge task pane. The Mail Merge Recipients dialog box appears. 2. Select the column heading of the field by which you want to sort. The records are sorted by the selected field in ascending order.

Click

Scroll as necessary and click the State column heading

3. Select the Sort link.

Click

The Filter and Sort dialog box opens with the Sort Records page displayed.

4. Select the Sort by list.

Click Sort by

A list of available fields appears.

5. Select the field by which you want to sort. The field name displays in the Sort by box.

Click Last Name

6. Select the desired sort order. The sort order is selected.

Click

Ascending , if

necessary

7. To sort by additional fields, select one or both Then by lists, and select the desired fields and sort orders. The field names are displayed in the Then by boxes and the sort orders are selected.

Follow the instructions in the following table.

8. Select OK .

Click

The Filter and Sort dialog box closes and the records are sorted.

9. Select OK .

Click

The Mail Merge Recipients dialog box closes.

Set the following sort options:

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