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COMPLETING PAYMENT REQUEST FORM (PRF) MAIL MERGE Purpose Use this job aid to run a mail merge from the Payment Request Form DATA (Excel) into the Payment Request Form MAIL MERGE form (Word) to send
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Steps for mail merge involve creating a main document, setting up a data source, inserting merge fields, previewing the merge, and completing the merge.
Anyone looking to create personalized documents from a template using data from a spreadsheet or database.
Steps for mail merge can be filled out by following the instructions provided by the software being used, such as Microsoft Word or Google Docs.
The purpose of steps for mail merge is to automate the process of creating personalized documents by merging a template with data from a spreadsheet or database.
Information such as names, addresses, contact details, or any other relevant data that needs to be personalized in the document.
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