Digital Documentation: Word Processing, Formatting, Templates, Mail Merge and Printing
Core rules
- Character formatting (font, size, bold, colour) applies to selected text; paragraph formatting (alignment, line spacing, indents, space before/after) applies to the whole paragraph.
- Use styles (Heading 1, Heading 2, Normal) instead of manual bold and resizing, so the table of contents and navigation pane work.
- A page break (Ctrl+Enter) starts a new page within the same section. A section break creates a new section, allowing a change of orientation, margins, headers or page numbering mid-document.
- Headers and footers repeat on every page of their section; insert page numbers through Insert → Page Number.
- Templates are saved separately (.dotx/.ott) and reused; documents are saved as .docx/.odt.
Mail merge in five steps
- Create the main document (letter, envelope, label).
- Select or create the data source - a table whose first row holds field names such as Name, Roll, Marks.
- Insert merge fields at the correct places.
- Preview results and step through records.
- Finish & Merge - to a new document, the printer or email.
Worked example
You must print 40 admit cards. The data source is a spreadsheet with headers Roll, Name, Class. In the main document you type 'Roll No: ', then insert the «Roll» field, then «Name». Preview shows Record 1 of 40. If the printed card still reads «Name», the merge was never completed or the field was typed as ordinary text - the angle brackets in the output are the giveaway.
Traps
Typing merge fields by hand; importing a data source with a blank header row; using a page break when a section break was required for landscape pages; losing the link to the data source when the main document is moved.