Reference no: EM133425694

Case Study: Spencer is an executive assistant who works at a financial services company. He has been tasked with sending out a large number of personalized letters to clients and prospects, containing their name, company, and relevant financial services offerings. He knows that there is a tool in Microsoft Word that does mail merge but is unsure how to use it. Since he is short on time and has too much on his plate to figure out the tool on his own he starts to create each letter individually. He knows you are skilled with Word tools and features so he decides to ask you, who is an administrative assistant with experience in mail merge, to help him out. You have done mail merges before and are happy to help, but you are worried that Spencer might not remember all the steps after you show him the processes. You schedule a time to sit down with Spencer and teach him how to do mail merge. Starting with showing him how to prepare the data file with the client and prospect information, and then demonstrating how to use Microsoft Word's mail merge feature to create letters and labels that will pull in the from the data

Question: Make a set of clear and concise instructions to for a mail merge for letters and labels. Your instructions should be easy to follow and understand for someone who has no prior knowledge of mail merge.