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This video tutorial demonstrates how to send personalized PDF documents with a watermark containing the client's name using mail merge in Microsoft Word. Microsoft's watermark feature does not support merge fields, so two steps are needed - using an alternative watermarking method and converting the document to PDF with Mail Merge Toolkit. A Word template document, a data source (basic Excel spreadsheet), and a watermark idea are required. The Mailings tab in Word is used to connect to the data source, personalize the document with merge fields, and insert a text box for the watermark.
