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This video tutorial demonstrates how to use mail merge in Microsoft Word to send personalized PDF documents with a watermark containing the client's name. Microsoft's watermarking feature does not support merge fields, so an alternative method is required. By using Mail Merge Toolkit, a Word template document, a data source (such as an Excel spreadsheet), and an idea for a watermark can be used to personalize and send documents efficiently. Follow the steps to connect the data source, add merge fields for personalization, and use a text box for the watermark.
