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In this tutorial, Kelly Brown discusses mail merging certificates using Microsoft Word and Excel. Before starting a mail merge, make sure your Excel document with the data is ready. The Excel document should include columns such as last name, first name, school, grade, gender, address, city, state, zip, and teacher. It is important to have a column that combines first and last names. Sort or filter the data in Excel before the merge for certificates. Sorting by last name can be helpful for organizing certificates.