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Using Mail Merge: How to automate the distribution of a document to different destinations Title: Using Mail Merge: How to automate the distribution of a document to different destinations Version:
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Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
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Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
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Edit using mail merge. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
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How to fill out using mail merge
How to fill out using mail merge:
01
Begin by opening the document or template you want to use as the main document.
02
Open your data source, such as an Excel spreadsheet or a contact list in Outlook.
03
In the main document, click on the "Mailings" tab in the toolbar.
04
Click on the "Start Mail Merge" button and select the type of document you want to create, such as letters, envelopes, or labels.
05
Choose the recipients for your mail merge by clicking on the "Select Recipients" button and selecting your data source.
06
Insert the necessary fields from your data source into the main document by clicking on the "Insert Merge Field" button.
07
Customize your document by adding any additional text, images, or formatting as desired.
08
Preview your merged document by clicking on the "Preview Results" button and make any necessary adjustments.
09
Click on the "Finish & Merge" button to complete the mail merge and choose whether to print the documents, send them via email, or save them as a separate file.
Who needs using mail merge:
01
Office administrators who need to send personalized letters or emails to a large number of recipients, such as clients or employees.
02
Marketing professionals who want to create customized promotional materials, such as direct mail campaigns or personalized newsletters.
03
Event organizers who need to send personalized invitations or registration confirmations to a large guest list.
Overall, anyone who regularly needs to send out bulk communications with personalized information can benefit from using mail merge. It helps streamline the process and saves time by automatically inserting individual details from a data source into a document template.
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