Tips for using the certificate of completion and cover letter templates

Connect the Spreadsheet With the Documents using Mail Merge:
The certificates of completion and cover letters are connected to the spreadsheet with a mail merge. Use the spreadsheet to keep track of attendees/instructors, and use the mail merge wizard in Word or Excel to connect the Excel data to the Word documents. Merge to a new document to automatically create custom cover letters and certificates. For more information about how to do a mail merge see the page below, or use Word or Excel help (search for Mail Merge).

Cover Letter Templates:
You can modify the templates however you like. Include the address of your primary contact at the top and fill-in the red spaces with current information. The mail merge will fill-in the blanks.

Certificate Templates:
You can modify the templates however you like. Include the address of your primary contact at the top and fill-in the red spaces with current information.  The mail merge will fill-in the blanks.

TCP Info Sheet:
To help keep our certificate holders informed and to help answer questions about recertification at your training event, please make copies of the TCP Info Page: Re-certification and Continuing Education available to attendees. You should also include the sheet as part of the cover letter and certificate package. 

Issue of Certificates of Completion:
You may issue the certificates of completion however is most appropriate for your situation. Please make sure that only those who earn contact hours are awarded certificates. The CWEA office does not need a list of individuals awarded certificates. Keeping track of trainees is an option left to the training group. Remember, your training group issues certificates of completion, not the Technical Certification Program.


Use of CWEA Logo:
The templates use the CWEA logo. Only CWEA training committees and local sections are authorized to use the CWEA logo or CWEA name. Training organizations that are not part of CWEA may not use the CWEA name or logo.


Questions?
Contact the CWEA office at 510-382-7800

Use Microsoft Excel data as a mailing list in Word
You can use this procedure to create form letters, mailing labels, and other merged documents by merging a list of data with a Word document. You must create the list before you perform this procedure. The list must include column labels and contain no blank rows. For information about creating a list, click . 

* Save and close the workbook that contains the list you want to merge with a document in Word.


* Switch to Microsoft Word.


* Open the Word main document that contains the standard text for the form letter or other document you want to merge with the list. 
* If you're starting a new document or printing mailing labels or envelopes, click New  to open a new blank document. 

* On the Tools menu in Word, click Mail Merge.


* Click Create, and select the type of document.


* Click Get Data, and then click Open Data Source.


* In the Open Data Source dialog box, open the folder that contains your Microsoft Excel workbook.


* In the Files of type box, click MS Excel Worksheets (*.xls).


* Double-click the workbook that contains your data.


* In the Microsoft Excel dialog box, select the named range, or type the cell references that identify the data you want to use, and then click OK.


* When Word displays a message, click Edit Main Document or Set Up Main Document.


* If you're creating a form letter, use the Insert Merge Field list on the Mail Merge toolbar to insert merge fields within the standard text. When you finish, click Mail Merge Helper  on the Mail Merge toolbar. 
* If you're printing address labels or envelopes, select the printer and the size of address labels or envelopes. Then insert the merge fields in the Create Labels or Envelope Address dialog box. 

* In the Mail Merge Helper dialog box, click Merge, and then select the options you want. 
* Tips 

* For more information about creating merged documents in Word, use the Office Assistant or Help index in Word to search for "mail merge."


* To display only the rows of data you want to merge before you select the list in Word, you can first filter the list in Microsoft Excel. When you select a filtered list as a data source in Word, select _FilterDatabase in the Microsoft Excel dialog box.