Open your word processor and create the main document
Prepare your recipient list in a spreadsheet or contact list
Save the recipient list with clear column headers
Start the mail merge feature in your word processor
Select the document type you want to create
Choose the recipient list as the data source
Insert merge fields into the document where needed
Format the document and merge fields as required
Preview the merged results
Edit any records or fields if necessary
Complete the merge
Print the merged documents or save them as separate files
