Mail merge lets you create a batch of documents that are personalized for each recipient. For example, a transaction letter might be personalized to address each recipient by name. A data source, like a list, spreadsheet, or database, is merged with the letter. Placeholders--called merge fields--tell Word where in the document to include information from the data source.
You letter or envelope will be created in Word, inserting merge fields from Excel for the personalized content you want to include. When the mail merge is complete, the merge document will generate a personalized version of itself for each name in the data source.
Attached is a template that can help you organize the information you need to prepare for your merge.
You can also find instructions on how to merge an envelope here.
Once you have completed the merge for your letters and envelopes, please submit a support request here (be sure to attach the letters and envelopes in the request) to request assistance from the support staff to finish coordinating your transaction letters.