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This video tutorial demonstrates how to send personalized PDF documents with a watermark holding the clients name using mail merge in Microsoft Word. Microsoft Word's native watermarking feature does not support merge fields, so we will use an alternative method. By using Mail Merge Toolkit, we can connect our data source, personalize the document with merge fields, and add a custom watermark. The tutorial requires a Word template document, a data source (such as an Excel spreadsheet), and a concept for the watermark.
