The first step in performing a mail merge task is to create a data source.
A data source is a collection of data that is used in the mail merge process. This data source can be in the form of an excel spreadsheet, a database, or a text file, and it contains information such as names, addresses, and other relevant details that will be merged into the main document.
Once the data source is created, the next step is to create a main document, which is the document that will receive the data from the data source and create the final merged documents. This main document can be in the form of a letter, an email, a label, or any other type of document that needs to be personalized for each recipient.
Once the main document is created, the next step is to perform the actual mail merge and create the merge documents, which are the personalized documents that are generated from the main document and the data source. These merge documents can then be printed or exported to a different format.
In summary, the first step in performing a mail merge task is to create a data source, followed by the creation of the main document, and finally, the generation of the merge documents.