I have the following Word document:
ClientFName ClientLName
ClientAddr
ClientID
Dear ClientFName,
Regarding account ClientID blah blah blah at ClientAddr blah blah blah....ClientFName ClientLName ...
I will have several copies of the above letter, each in it's own folder. I will have a DB in Excel maintaining info on each client. I want to be able to open the document and have ClientFName, ClientLName, ClientAddr and ClientID be pulled from Excel. Someone suggested custom document properties. Someone else suggested mailmerge. I am just not understanding them from help (both Help assume some knowledge of what this functionality does, of which I have none).
Though any help is greatly appreciated (thank you in advance), can someone please provide me with high level instructions for doing this and/or explain customdocument properties or mail merge?
Thank you,
Andrea