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If you wish to send the edited document directly from the editor, you should click on the Share or send icon rather than Download / Export. Then you can select the suitable sharing method: via a link, an attachment, or a signature request.
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In this video tutorial, it is important to ensure that the data source is integrated into Microsoft Word in order to access and interact with the buttons at the top of the page. If you are unable to click on certain buttons, it may indicate that the recipient list has not been properly integrated. Make sure to go back and use an existing list or create a data source to see these interactive buttons. The video also covers creating the main document and finishing the merge process to create a final merged document. A sample letter from the internet is used for demonstration purposes in the video.
