Use Advanced Word Features
What this domain covers
This domain covers mail merge, macros, document comparison/combination, and collaboration/signature features. These are workflow features: the exam tests correct sequencing and data-source handling.
Core rules
- Mail merge sequence: Start Mail Merge (letters, envelopes, labels, directory) > Select Recipients > Insert Merge Field > Preview Results > Finish & Merge. Edit Recipient List filters and sorts; Match Fields maps data columns to Word fields.
- Rules (If...Then...Else, Next Record, Skip Record If, Fill-in) evaluate per record. Merge fields must exist in the data source; an email merge needs a valid email column.
- Macros: Developer > Record Macro; store in Normal.dotm for global use or the document for local use; edit in VBA. Trust Center > Macro Settings controls enablement; trusted locations and digitally signed macros reduce prompts.
- Compare creates a new document showing differences; Combine merges revisions from multiple reviewers into one document. Both rely on Track Changes markup.
- Digital signatures verify integrity and signer identity; they do not encrypt content. Restrict Access or password encryption provides confidentiality.
Worked example
A mailing list of 5,000 donors must produce letters only for the West region, sorted by postal code, with VIP printed for gifts over $1,000. Reasoning: Select Recipients > Edit Recipient List > Filter Region = West and Sort Postal Code; insert merge fields; add Rules > If...Then...Else comparing GiftAmount > 1000 to insert VIP; preview several records; Finish & Merge to Edit Individual Documents or Print. Filtering reduces the record set before merge; the rule is evaluated per record.
Traps
Match Fields is needed when column names differ; otherwise fields merge blank. A merge with no data source produces static text. Macros are disabled by default and Normal.dotm storage affects all documents. Compare opens a new document rather than altering the original. Combining revisions is not the same as merging copies with Track Changes.