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This document serves as a guide to create data files for mail merge using Microsoft Excel, explaining the processes including sorting data, creating data sources, and performing the mail merge.
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What is mail merge instructions?
Mail merge instructions are a set of guidelines that specify how to combine a template document with a data source in order to generate personalized documents or emails.
Who is required to file mail merge instructions?
Typically, individuals or organizations who need to generate a large number of personalized documents or emails, such as businesses, marketing teams, or event organizers, are required to file mail merge instructions.
How to fill out mail merge instructions?
To fill out mail merge instructions, you need to specify the template document or email, define the data source that contains the variable information, and configure the merging process using software or tools that support mail merge functionality.
What is the purpose of mail merge instructions?
The purpose of mail merge instructions is to automate the creation of personalized documents or emails by combining a template with variable data, saving time and effort in generating individualized communications.
What information must be reported on mail merge instructions?
Mail merge instructions typically require you to provide information such as the template document, the data source (e.g., a spreadsheet or database), and any specific rules or criteria for merging the variables with the template.
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