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When you are performing a Mail Merge, you will need a Word document (you can start with an existing one or create a new one) and a recipient list, which is typically an Excel workbook. If you'd like to work along with the lesson, you can download the examples below.
The Mail Merge task pane appears and will guide you through the six main steps to complete a mail merge. The following is an example of how to create a form letter and merge the letter with a recipient list.