Learning outcomes
- Explain how to reuse approved layouts and create personalised documents safely.
- Complete the guided practice safely.
- Check that you can produce consistent outputs without exposing real personal data.
Microsoft Word
Word Templates and Mail Merge
Learn to reuse approved layouts and create personalised documents safely and produce consistent outputs without exposing real personal data in this beginner-friendly Microsoft 365 lesson.
Before you begin
Open Word and create a blank practice document. Save it to a training folder in OneDrive before editing.
Step-by-step instructions
- Open Word and a blank practice document and confirm you are using the intended account.
- Create a template-based letter using sample recipient data.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: produce consistent outputs without exposing real personal data.
- Save the document, check its filename and location, then close and reopen it to confirm the result.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Create a template-based letter using sample recipient data. Your expected result is to produce consistent outputs without exposing real personal data.