1.

As a client associate for Henderson Insurance Company, you are preparing a form letter to send to prospective clients of Pat Shea, a Henderson insurance agent.   Set a top and bottom margin of 0.75" to provide extra space for the letter contents.

Change the top margin.

Change the bottom margin.

2.

Near the end of the letter, convert the list beginning "Jill Everly…" and ending "EvaRivera@henderson.cengage.com" to a table with three columns.

Convert text to a table.

3.

To set up the document as a form letter, start a mail merge, and then select Letters as the type of main document. Next, type a new recipient list as follows: a. Customize the columns by deleting the fields shown in Table 1. b. If necessary, rename the ZIP Code field using Postal Code as the new field name. c. Add a new field to the end of the address list using Policy as the field name.

Select the document type for a mail merge.

4.

Enter the address information for two recipients as shown in Table 2, and then save the data source using a name of your choice.

Enter a recipient address.

5.

At the beginning of the letter, use the Date content control to select the date February 3, 2021.

Use a Date content control.

6.

Replace the text "[INSERT INSIDE ADDRESS]" with the eight merge fields shown in Figure 1. Include the paragraph marks, punctuation, and spaces between the merge fields as shown.

Insert address merge fields.

7.

Replace the text "[INSERT TITLE] [INSERT LAST NAME]" with the Title and Last Name merge fields. Do not alter the punctuation or spaces.

Insert the Title merge field.

Insert the Last Name merge field.

8.

In the first paragraph in the body of the letter, replace the text "[INSERT POLICY]" with the Policy merge field.

Insert the Policy merge field.

9.

To include personalized text, add an IF field as follows: a. At the end of the last body paragraph in the letter ("To schedule a visit…PatShea@henderson.cengage.com."), insert an If…Then…Else rule. b. Compare whether the City field is equal to Windsor as the condition. c. Insert the following sentence if the condition is true: I look forward to the Digital Security workshop in Windsor. d. Leave the false condition option blank so that Word does not insert text if the City is other than Windsor.

Insert an IF field.

10.

Edit the recipient list to filter the data records to select only recipients where the City field is equal to Windsor to prepare the first batch of letters for Windsor residents.

Filter records in a recipient list.

11.

Complete the mail merge as instructed below. You will merge to a new document and then copy the contents of the merged file to the end of your original document, so that your entire assignment appears in the same file. a. Finish and merge all records to a new document. b. In the new document containing the merged form letters, press CTRL+A to select all contents in the document, and then copy the selected text to the Office Clipboard. c. In the original form letter document, move the insertion point to the blank paragraph at the top of page 2, and then paste the merged form letter into the main document. d. Verify that the pasted merged form letter appears only on page 2 of the original form letter document. e. Delete the page break and the Next Page section break at the bottom of page 2, and then delete the blank paragraphs after the signature line to make the document two pages long. f. Turn off the preview of the mail merge results, and save the original form letter document. g. Close the new, merged document without saving it.

Copy and paste a merged letter into your SAM Project file.