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Mail merge, references, review and macros

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⏱ 5 min read🧩 4 question types🎯 18 practice Q
The idea in one minute

Mail merge creates many personalised documents from one template: (1) write the main document, (2) attach a data source (Excel list, Access table, Outlook contacts), (3) insert merge fields («Name»), (4) preview, (5) merge to letters, e-mails, envelopes or labels. Tabs: Mailings -> Start Mail Merge. Used for certificates, call letters, mailing labels.

Tables: Insert -> Table; a table is rows x columns of cells. Table formulas work like =SUM(ABOVE), =AVERAGE(LEFT) (Layout tab -> Formula). Convert text to table and vice versa.

References tab: automatic Table of Contents (needs Heading 1-3 styles applied first), footnotes (Alt+Ctrl+F - note at page bottom) vs endnotes (Alt+Ctrl+D - at document end), citations/bibliography, captions, index.

Review tab: Spelling & Grammar (F7), Thesaurus (Shift+F7), Word Count (Ctrl+Shift+G; words/characters/paragraphs/lines), Track Changes (edits recorded for review), Comments (Ctrl+Alt+M), Compare, Restrict Editing, Protect Document (password to open/modify; Mark as Final).

Macros: recorded/written sequences of commands (VBA); run with Alt+F8; files with macros saved as .docm; macro security warns about macro viruses.

01

Mail merge — one letter, many receivers

Mail merge creates many personalised copies of one document — each receiver sees their own name and address, but the body text is typed only once. It lives on the Mailings tab and has three components:

  1. Main document — the letter (or envelope, label, e-mail) with fixed text and empty slots.
  2. Data source — the list of receivers: an Excel sheet, an Access table or Outlook contacts, with one column per detail (Name, City, PIN...).
  3. Merged document — the final output: one finished copy per record.

Steps: write the main document, connect the data source (Start Mail Merge, Select Recipients), place merge fields (Insert Merge Field — the slot shows as <<Name>>) where each detail should appear, Preview Results, then Finish & Merge (print, or create a new document, or send e-mails). Classic exam uses: admission letters, result letters, address labels, envelopes, certificates and ID cards.

02

References tab — TOC, footnotes and citations

  • Table of Contents (TOC) — an automatic chapter list with page numbers. It can only be built from heading styles (Heading 1, Heading 2...): apply the styles first, then References, Table of Contents. After editing, right-click and Update Field (or press F9) to refresh page numbers.
  • Footnote — a small note at the bottom of the page; insert with References, Insert Footnote or Ctrl+Alt+F.
  • Endnote — a note collected at the end of the document (or section); Ctrl+Alt+D.
  • Citations and bibliography — References tab tools that record sources of quotes and generate the reference list automatically.
03

Review tab — checking and teamwork

ToolShortcutWork
Spelling & GrammarF7checks mistakes
ThesaurusShift+F7suggests synonyms
Word Count dialogCtrl+Shift+Gcounts pages, words, characters
Track ChangesCtrl+Shift+Emarks every edit for reviewers
New CommentCtrl+Alt+Msticky note on selected text

Track Changes and Comments are how two people edit one file without losing anyone's work. Compare shows differences between two versions of a document.

04

Macros — record and replay

A macro is a recorded series of commands that Word replays with one click or shortcut — useful for repeated jobs (a fixed header block, a standard table). You record it (View tab or Developer tab, Record Macro), and Word saves the steps. Macro-enabled documents use the .docm extension, and macro viruses spread through such files, which is why Word warns before enabling macros.

05

Question types you will see

Each type: how to recognise it, the method step by step, and one question to try.

Type 1very common4 practice Q

Mail-merge components and steps

How to spot it:

The stem names the three components, orders the steps, or gives a scenario (result letters to 500 students) and asks the feature or the tab used.

Method
  1. Components: main document + data source + merged document.

  2. Steps: write main letter, attach data source, insert merge fields (<<Name>>), preview, finish & merge.

  3. Data source = Excel sheet / Access table / Outlook contacts; everything happens on the Mailings tab.

Try this

To send the same offer letter to 300 applicants with each name filled in, the Word feature used is:

Show solution

Mail merge (Mailings tab) — one main document plus a data source list; Word generates 300 personalised copies in one run.

Type 2common4 practice Q

Footnote vs endnote vs TOC

How to spot it:

The stem contrasts footnotes and endnotes, asks their shortcuts, or asks what an automatic Table of Contents is built from.

Method
  1. Footnote = bottom of the page (Ctrl+Alt+F); Endnote = end of document/section (Ctrl+Alt+D).

  2. TOC is built only from heading styles, not from manually bolded lines; refresh with F9.

  3. All three tools sit on the References tab.

Try this

In MS Word, a note printed at the bottom of the same page is called a:

Show solution

Footnote (inserted with Ctrl+Alt+F or References, Insert Footnote). The same note collected at the end of the document would be an endnote (Ctrl+Alt+D).

Type 3common3 practice Q

Review-tab tools and shortcuts

How to spot it:

Shortcut recall — spelling, thesaurus, word count, comment — or a statement question about Track Changes and Comments.

Method
  1. Spelling & Grammar = F7; Thesaurus = Shift+F7; Word Count dialog = Ctrl+Shift+G; New Comment = Ctrl+Alt+M; Track Changes = Ctrl+Shift+E.

  2. Track Changes records every edit so co-authors can accept or reject it; it is on the Review tab.

  3. Classic trap: Ctrl+Shift+G opens Word Count, not the thesaurus.

Try this

In MS Word, the Thesaurus opens with which key?

Show solution

Shift+F7 — it suggests synonyms for the selected word. F7 (without Shift) runs the spelling and grammar check.

Type 4occasional2 practice Q

Macro purpose and macro files

How to spot it:

'A macro is', 'which file stores macros', or a scenario of a repeated task being automated with one click.

Method
  1. Macro = a recorded series of commands replayed by one click or shortcut key.

  2. Macro-enabled files carry m: .docm (document), .dotm (template).

  3. Macro viruses travel inside macro files — Word asks before enabling them.

Try this

A macro in MS Word is best described as:

Show solution

A recorded series of commands that can be replayed with a single click or key — used to automate repeated steps. Macro files use the .docm extension.

06

Shortcuts that save time

⚡ No style, no TOC

An automatic Table of Contents is built from Heading styles. If the headings were bolded by hand (not styled), the TOC comes out empty - the classic trap.

Example

Auto TOC requires?

Show solution

Headings formatted with built-in Heading styles.

⚡ Footnote = F below, Endnote = D for 'enD'

Alt+Ctrl+F = Footnote (bottom of page); Alt+Ctrl+D = enDnote (end of document/section).

Example

Shortcut to insert a footnote?

Show solution

Alt+Ctrl+F.

⚡ Merge field marks

Mail-merge placeholders appear inside guillemets - «Name». Data comes from the data source; the letter layout lives in the main document. Two parts, always.

Example

In mail merge, the Excel list of recipients is the?

Show solution

Data source.

07

Mistakes to avoid

Where most students lose marks on this subtopic.

Mistake 01

Believing Track Changes is on the Insert tab - it is on Review.

Mistake 02

Trying to build an automatic TOC from manually bolded text - styles are compulsory.

Mistake 03

Calling Ctrl+Shift+G the Thesaurus - that opens Word Count; Shift+F7 is Thesaurus.

08

Quick revision

Read this the night before the exam.

  • Mail merge = main document + data source + merged output (Mailings tab).

  • Merge field placeholder looks like <<Name>>.

  • TOC needs heading styles; update with F9.

  • Footnote = bottom of page (Ctrl+Alt+F); Endnote = end of document (Ctrl+Alt+D).

  • F7 spelling, Shift+F7 thesaurus, Ctrl+Shift+E Track Changes, Ctrl+Alt+M comment.

  • Macro = recorded command series; macro files are .docm.

09

Practice: 18 questions

Sets of 10, mixed across the question types above. Every answer has a step-by-step explanation.

Topic test · 10 questions

Suggested time 5 min · wrong answers go to your mistake notebook automatically.